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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 | $62,080 | $96,731-35.8% | $123,973-49.9% | $86,983-28.6% |
| Participation rate | 68.6% | 70.0%-1.4pp | 76.7%-8.1pp | 69.5%-1.0pp |
| Annual return | 16.53% | 17.33%-0.8pp | 388.13%-371.6pp | 25.83%-9.3pp |
| Employer contribution / active EE | $2,342 | $3,297-29.0% | $4,126-43.2% | $2,584-9.4% |
| Participant deferral / active EE | $6,539 | $4,152+57.5% | $5,247+24.6% | $4,194+55.9% |
| Admin fee / account holder | $3,200 | $8,722-63.3% | $11,799-72.9% | $7,856-59.3% |