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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 | $69,019 | $73,978-6.7% | $96,515-28.5% | $75,173-8.2% |
| Participation rate | 33.3% | 66.4%-33.1pp | 74.3%-41.0pp | 67.2%-33.9pp |
| Annual return | 16.91% | 26.72%-9.8pp | 35.73%-18.8pp | 160.72%-143.8pp |
| Employer contribution / active EE | $1,149 | $2,931-60.8% | $3,740-69.3% | $2,671-57.0% |
| Participant deferral / active EE | $2,948 | $3,660-19.5% | $4,880-39.6% | $4,126-28.6% |
| Admin fee / account holder | $6,041 | $5,219+15.8% | $6,735-10.3% | $5,651+6.9% |