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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 | $71,122 | $72,492-1.9% | $87,104-18.3% | $72,975-2.5% |
| Participation rate | 59.3% | 72.8%-13.6pp | 76.9%-17.6pp | 69.5%-10.2pp |
| Annual return | 20.71% | 24.46%-3.7pp | 28.19%-7.5pp | 81.01%-60.3pp |
| Employer contribution / active EE | $1,583 | $1,894-16.4% | $2,521-37.2% | $2,440-35.1% |
| Participant deferral / active EE | $3,291 | $3,270+0.7% | $4,048-18.7% | $3,608-8.8% |
| Admin fee / account holder | $808 | $5,055-84.0% | $7,491-89.2% | $5,124-84.2% |