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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 | $107,809-40.6% | $97,032-34.0% | $155,188-58.8% |
| Participation rate | 66.7% | 75.5%-8.8pp | 71.6%-4.9pp | 80.8%-14.1pp |
| Annual return | 14.85% | 38.06%-23.2pp | 35.38%-20.5pp | 148.84%-134.0pp |
| Employer contribution / active EE | $1,835 | $2,911-37.0% | $2,629-30.2% | $4,248-56.8% |
| Participant deferral / active EE | $2,406 | $5,129-53.1% | $4,672-48.5% | $6,531-63.2% |
| Admin fee / account holder | $1,530 | $10,717-85.7% | $9,418-83.8% | $14,480-89.4% |