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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 | $76,837 | $76,8340% | $108,359-29.1% | $87,485-12.2% |
| Participation rate | 51.5% | 61.7%-10.2pp | 70.1%-18.6pp | 68.9%-17.4pp |
| Annual return | 13.78% | 19.09%-5.3pp | 36.89%-23.1pp | 26.06%-12.3pp |
| Employer contribution / active EE | $1,036 | $1,556-33.5% | $2,399-56.8% | $2,596-60.1% |
| Participant deferral / active EE | $3,710 | $3,100+19.7% | $4,137-10.3% | $4,274-13.2% |
| Admin fee / account holder | $19,982 | $6,537+205.7% | $9,741+105.1% | $7,775+157.0% |