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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,540 | $73,978-8.7% | $96,515-30.0% | $75,173-10.2% |
| Participation rate | 60.0% | 66.4%-6.4pp | 74.3%-14.3pp | 67.2%-7.2pp |
| Annual return | 13.99% | 26.72%-12.7pp | 35.73%-21.7pp | 160.72%-146.7pp |
| Employer contribution / active EE | $3,401 | $2,931+16.0% | $3,740-9.1% | $2,671+27.3% |
| Participant deferral / active EE | $1,545 | $3,660-57.8% | $4,880-68.3% | $4,126-62.5% |
| Admin fee / account holder | $7,348 | $5,219+40.8% | $6,735+9.1% | $5,651+30.0% |