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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 | $77,462 | $77,164+0.4% | $178,014-56.5% | $80,874-4.2% |
| Participation rate | 65.7% | 65.7%0pp | 77.1%-11.4pp | 67.6%-1.9pp |
| Annual return | 11.28% | 18.09%-6.8pp | 294.80%-283.5pp | 35.62%-24.3pp |
| Employer contribution / active EE | $1,940 | $2,288-15.2% | $3,950-50.9% | $2,756-29.6% |
| Participant deferral / active EE | $3,585 | $4,408-18.7% | $6,276-42.9% | $4,297-16.6% |
| Admin fee / account holder | $1,930 | $7,164-73.1% | $10,362-81.4% | $6,935-72.2% |