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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 | $68,964 | $147,711-53.3% | $147,318-53.2% | - |
| Participation rate | 62.6% | 70.2%-7.6pp | 82.1%-19.4pp | - |
| Annual return | 21.20% | 31.99%-10.8pp | 70.43%-49.2pp | - |
| Employer contribution / active EE | $3,623 | $3,469+4.4% | $4,593-21.1% | - |
| Participant deferral / active EE | $7,454 | $6,213+20.0% | $7,906-5.7% | - |
| Admin fee / account holder | $8,535 | $9,311-8.3% | $13,708-37.7% | - |