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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 | $72,925 | $87,106-16.3% | $105,607-30.9% | $80,935-9.9% |
| Participation rate | 65.9% | 70.4%-4.6pp | 75.3%-9.4pp | 67.7%-1.8pp |
| Annual return | 12.20% | 17.01%-4.8pp | 116.11%-103.9pp | 35.66%-23.5pp |
| Employer contribution / active EE | $1,385 | $2,396-42.2% | $3,167-56.3% | $2,757-49.8% |
| Participant deferral / active EE | $2,453 | $3,986-38.5% | $5,011-51.1% | $4,299-42.9% |
| Admin fee / account holder | $8,616 | $8,447+2.0% | $10,958-21.4% | $6,924+24.4% |