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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 | $65,789 | $88,672-25.8% | $105,223-37.5% | $82,448-20.2% |
| Participation rate | 62.9% | 67.9%-5.0pp | 75.0%-12.1pp | 68.1%-5.2pp |
| Annual return | 14.81% | 30.86%-16.0pp | 180.65%-165.8pp | 41.64%-26.8pp |
| Employer contribution / active EE | $2,545 | $3,048-16.5% | $3,689-31.0% | $2,551-0.2% |
| Participant deferral / active EE | $6,061 | $4,036+50.2% | $5,072+19.5% | $4,139+46.4% |
| Admin fee / account holder | $11,879 | $7,146+66.2% | $8,859+34.1% | $7,234+64.2% |