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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 | $86,271 | $123,155-29.9% | $108,753-20.7% | $155,188-44.4% |
| Participation rate | 68.8% | 75.6%-6.9pp | 71.1%-2.3pp | 80.8%-12.1pp |
| Annual return | 6.16% | 44.73%-38.6pp | 37.47%-31.3pp | 148.84%-142.7pp |
| Employer contribution / active EE | $1,110 | $2,811-60.5% | $2,427-54.3% | $4,248-73.9% |
| Participant deferral / active EE | $4,134 | $4,623-10.6% | $4,115+0.5% | $6,531-36.7% |
| Admin fee / account holder | $2,440 | $12,126-79.9% | $10,320-76.4% | $14,480-83.1% |