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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 | $67,022 | $87,106-23.1% | $105,607-36.5% | $80,935-17.2% |
| Participation rate | 60.4% | 70.4%-10.0pp | 75.3%-14.9pp | 67.7%-7.2pp |
| Annual return | 13.10% | 17.01%-3.9pp | 116.11%-103.0pp | 35.66%-22.6pp |
| Employer contribution / active EE | $1,909 | $2,396-20.3% | $3,167-39.7% | $2,757-30.8% |
| Participant deferral / active EE | $4,333 | $3,986+8.7% | $5,011-13.5% | $4,299+0.8% |
| Admin fee / account holder | $7,750 | $8,447-8.3% | $10,958-29.3% | $6,924+11.9% |