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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 | $91,086-14.3% | $203,872-61.7% | $86,983-10.3% |
| Participation rate | 59.3% | 65.8%-6.5pp | 77.8%-18.5pp | 69.5%-10.2pp |
| Annual return | 16.03% | 22.30%-6.3pp | 85.11%-69.1pp | 25.83%-9.8pp |
| Employer contribution / active EE | $1,793 | $2,063-13.1% | $3,757-52.3% | $2,584-30.6% |
| Participant deferral / active EE | $4,538 | $4,019+12.9% | $6,388-29.0% | $4,194+8.2% |
| Admin fee / account holder | $2,436 | $8,987-72.9% | $11,730-79.2% | $7,856-69.0% |