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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 | $73,717 | $161,352-54.3% | $134,172-45.1% | $137,256-46.3% |
| Participation rate | 54.2% | 78.3%-24.1pp | 72.5%-18.3pp | 80.0%-25.8pp |
| Annual return | 16.69% | 28.72%-12.0pp | 25.30%-8.6pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,678 | $4,099-59.1% | $3,420-50.9% | $4,156-59.6% |
| Participant deferral / active EE | $2,066 | $5,552-62.8% | $4,690-55.9% | $6,407-67.7% |
| Admin fee / account holder | $4,564 | $15,028-69.6% | $12,016-62.0% | $12,270-62.8% |