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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 | $72,658 | $87,166-16.6% | $76,735-5.3% | $137,256-47.1% |
| Participation rate | 69.2% | 74.4%-5.1pp | 69.5%-0.3pp | 80.0%-10.7pp |
| Annual return | 11.95% | 26.50%-14.5pp | 29.77%-17.8pp | 220.34%-208.4pp |
| Employer contribution / active EE | $1,769 | $2,904-39.1% | $2,454-27.9% | $4,156-57.4% |
| Participant deferral / active EE | $5,826 | $4,726+23.3% | $4,088+42.5% | $6,407-9.1% |
| Admin fee / account holder | $56,318 | $8,403+570.2% | $7,189+683.4% | $12,270+359.0% |