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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 | $75,947 | $215,361-64.7% | $171,082-55.6% | $273,972-72.3% |
| Participation rate | 66.7% | 82.0%-15.4pp | 76.7%-10.0pp | 83.0%-16.3pp |
| Annual return | 7.29% | 25.14%-17.9pp | 32.56%-25.3pp | 41.46%-34.2pp |
| Employer contribution / active EE | $2,303 | $4,967-53.6% | $4,002-42.4% | $4,869-52.7% |
| Participant deferral / active EE | $4,167 | $5,543-24.8% | $4,797-13.1% | $5,287-21.2% |
| Admin fee / account holder | $994 | $10,846-90.8% | $8,520-88.3% | $10,133-90.2% |