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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 | $78,067 | $84,953-8.1% | $163,379-52.2% | $82,637-5.5% |
| Participation rate | 59.3% | 65.9%-6.6pp | 76.8%-17.5pp | 68.1%-8.7pp |
| Annual return | 16.03% | 23.07%-7.0pp | 63.41%-47.4pp | 53.51%-37.5pp |
| Employer contribution / active EE | $1,793 | $2,183-17.8% | $3,752-52.2% | $2,552-29.7% |
| Participant deferral / active EE | $4,538 | $4,326+4.9% | $6,282-27.8% | $4,126+10.0% |
| Admin fee / account holder | $2,436 | $7,921-69.2% | $9,818-75.2% | $7,339-66.8% |