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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 | $73,920 | $199,109-62.9% | $173,730-57.5% | $154,746-52.2% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.6%-12.9pp | 80.7%-14.0pp |
| Annual return | 15.02% | 20.02%-5.0pp | 19.96%-4.9pp | 172.34%-157.3pp |
| Employer contribution / active EE | $4,438 | $5,311-16.4% | $4,577-3.0% | $4,379+1.3% |
| Participant deferral / active EE | $14,508 | $7,113+104.0% | $6,326+129.3% | $6,730+115.6% |
| Admin fee / account holder | $11,809 | $20,916-43.5% | $17,523-32.6% | $14,365-17.8% |