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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 | $63,997 | $108,882-41.2% | $96,754-33.9% | $154,746-58.6% |
| Participation rate | 66.7% | 75.1%-8.4pp | 70.3%-3.6pp | 80.7%-14.0pp |
| Annual return | 14.85% | 98.39%-83.5pp | 82.04%-67.2pp | 172.34%-157.5pp |
| Employer contribution / active EE | $1,835 | $3,018-39.2% | $2,679-31.5% | $4,379-58.1% |
| Participant deferral / active EE | $2,406 | $5,323-54.8% | $4,758-49.4% | $6,730-64.3% |
| Admin fee / account holder | $1,530 | $10,200-85.0% | $8,905-82.8% | $14,365-89.4% |