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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 | $113,391 | $140,592-19.3% | $123,105-7.9% | $125,389-9.6% |
| Participation rate | 66.7% | 88.2%-21.5pp | 86.8%-20.1pp | 83.2%-16.5pp |
| Annual return | -2.40% | 16.80%-19.2pp | 13.22%-15.6pp | 282.24%-284.6pp |
| Employer contribution / active EE | $3,850 | $6,041-36.3% | $5,151-25.3% | $4,866-20.9% |
| Participant deferral / active EE | $6,317 | $6,980-9.5% | $6,229+1.4% | $5,352+18.0% |
| Admin fee / account holder | $1,270 | $11,198-88.7% | $9,014-85.9% | $9,541-86.7% |