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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 | $77,399 | $96,524-19.8% | $75,900+2.0% | $152,909-49.4% |
| Participation rate | 63.6% | 76.2%-12.6pp | 69.3%-5.7pp | 82.5%-18.8pp |
| Annual return | 22.38% | 33.93%-11.6pp | 30.73%-8.4pp | 345.46%-323.1pp |
| Employer contribution / active EE | $1,609 | $3,311-51.4% | $2,501-35.7% | $4,764-66.2% |
| Participant deferral / active EE | $6,468 | $4,554+42.0% | $3,604+79.5% | $5,851+10.5% |
| Admin fee / account holder | $920 | $8,082-88.6% | $5,421-83.0% | $11,601-92.1% |