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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 | $77,962-0.6% | $178,540-56.6% | $80,935-4.3% |
| Participation rate | 65.7% | 65.7%0pp | 77.1%-11.4pp | 67.7%-1.9pp |
| Annual return | 11.28% | 18.10%-6.8pp | 27.15%-15.9pp | 35.66%-24.4pp |
| Employer contribution / active EE | $1,940 | $2,280-14.9% | $3,953-50.9% | $2,757-29.6% |
| Participant deferral / active EE | $3,585 | $4,404-18.6% | $6,281-42.9% | $4,299-16.6% |
| Admin fee / account holder | $1,930 | $7,156-73.0% | $10,424-81.5% | $6,924-72.1% |