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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 | $57,454 | $76,407-24.8% | $150,298-61.8% | $82,448-30.3% |
| Participation rate | 65.9% | 66.4%-0.5pp | 77.8%-11.9pp | 68.1%-2.2pp |
| Annual return | 13.55% | 39.99%-26.4pp | 62.79%-49.2pp | 41.64%-28.1pp |
| Employer contribution / active EE | $2,316 | $2,614-11.4% | $4,154-44.3% | $2,551-9.2% |
| Participant deferral / active EE | $1,963 | $3,214-38.9% | $5,453-64.0% | $4,139-52.6% |
| Admin fee / account holder | $2,245 | $6,352-64.7% | $14,116-84.1% | $7,234-69.0% |