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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 | $76,587 | $87,166-12.1% | $76,735-0.2% | $137,256-44.2% |
| Participation rate | 42.1% | 74.4%-32.2pp | 69.5%-27.4pp | 80.0%-37.9pp |
| Annual return | 20.15% | 26.50%-6.3pp | 29.77%-9.6pp | 220.34%-200.2pp |
| Employer contribution / active EE | $2,437 | $2,904-16.1% | $2,454-0.7% | $4,156-41.4% |
| Participant deferral / active EE | $6,266 | $4,726+32.6% | $4,088+53.3% | $6,407-2.2% |
| Admin fee / account holder | $8,176 | $8,403-2.7% | $7,189+13.7% | $12,270-33.4% |