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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 | $69,275 | $70,666-2.0% | $169,385-59.1% | $75,181-7.9% |
| Participation rate | 59.3% | 64.8%-5.5pp | 77.2%-17.9pp | 67.2%-7.9pp |
| Annual return | 17.78% | 36.37%-18.6pp | 405.82%-388.0pp | 160.69%-142.9pp |
| Employer contribution / active EE | $1,621 | $2,210-26.7% | $4,012-59.6% | $2,671-39.3% |
| Participant deferral / active EE | $3,362 | $4,308-22.0% | $6,221-46.0% | $4,126-18.5% |
| Admin fee / account holder | $3,585 | $5,402-33.6% | $9,011-60.2% | $5,650-36.5% |