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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 | $71,179 | $88,672-19.7% | $105,223-32.4% | $82,448-13.7% |
| Participation rate | 56.3% | 67.9%-11.7pp | 75.0%-18.8pp | 68.1%-11.8pp |
| Annual return | 14.80% | 30.86%-16.1pp | 180.65%-165.8pp | 41.64%-26.8pp |
| Employer contribution / active EE | $2,593 | $3,048-14.9% | $3,689-29.7% | $2,551+1.7% |
| Participant deferral / active EE | $4,371 | $4,036+8.3% | $5,072-13.8% | $4,139+5.6% |
| Admin fee / account holder | $1,162 | $7,146-83.7% | $8,859-86.9% | $7,234-83.9% |