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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 | $106,588-31.8% | $94,215-22.9% | $155,188-53.2% |
| Participation rate | 69.2% | 74.3%-5.1pp | 70.0%-0.7pp | 80.8%-11.6pp |
| Annual return | 11.95% | 29.39%-17.4pp | 28.22%-16.3pp | 148.84%-136.9pp |
| Employer contribution / active EE | $1,769 | $3,080-42.5% | $2,675-33.9% | $4,248-58.3% |
| Participant deferral / active EE | $5,826 | $4,802+21.3% | $4,276+36.2% | $6,531-10.8% |
| Admin fee / account holder | $56,318 | $12,281+358.6% | $10,216+451.3% | $14,480+288.9% |