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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 | $177,156-58.4% | $147,027-49.9% | $154,746-52.4% |
| Participation rate | 54.2% | 79.4%-25.2pp | 73.7%-19.6pp | 80.7%-26.5pp |
| Annual return | 16.69% | 21.94%-5.2pp | 20.23%-3.5pp | 172.34%-155.6pp |
| Employer contribution / active EE | $1,678 | $4,336-61.3% | $3,626-53.7% | $4,379-61.7% |
| Participant deferral / active EE | $2,066 | $5,797-64.4% | $4,933-58.1% | $6,730-69.3% |
| Admin fee / account holder | $4,564 | $14,904-69.4% | $12,223-62.7% | $14,365-68.2% |