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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 | $74,997 | $106,864-29.8% | $147,318-49.1% | $82,637-9.2% |
| Participation rate | 57.7% | 75.5%-17.8pp | 82.1%-24.4pp | 68.1%-10.4pp |
| Annual return | 17.30% | 27.49%-10.2pp | 70.43%-53.1pp | 53.51%-36.2pp |
| Employer contribution / active EE | $2,587 | $3,417-24.3% | $4,593-43.7% | $2,552+1.4% |
| Participant deferral / active EE | $4,535 | $6,496-30.2% | $7,906-42.6% | $4,126+9.9% |
| Admin fee / account holder | $3,566 | $8,415-57.6% | $13,708-74.0% | $7,339-51.4% |