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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 | $66,269 | $73,978-10.4% | $96,515-31.3% | $75,173-11.8% |
| Participation rate | 26.7% | 66.4%-39.8pp | 74.3%-47.7pp | 67.2%-40.5pp |
| Annual return | 21.47% | 26.72%-5.3pp | 35.73%-14.3pp | 160.72%-139.3pp |
| Employer contribution / active EE | $1,111 | $2,931-62.1% | $3,740-70.3% | $2,671-58.4% |
| Participant deferral / active EE | $2,580 | $3,660-29.5% | $4,880-47.1% | $4,126-37.5% |
| Admin fee / account holder | $1,089 | $5,219-79.1% | $6,735-83.8% | $5,651-80.7% |