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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 | $67,146 | $73,459-8.6% | $178,449-62.4% | $74,400-9.7% |
| Participation rate | 55.7% | 66.6%-11.0pp | 77.1%-21.4pp | 67.2%-11.6pp |
| Annual return | 15.08% | 17.50%-2.4pp | 27.09%-12.0pp | 1367.51%-1352.4pp |
| Employer contribution / active EE | $2,305 | $2,219+3.9% | $3,951-41.7% | $2,624-12.2% |
| Participant deferral / active EE | $4,537 | $4,515+0.5% | $6,277-27.7% | $4,348+4.3% |
| Admin fee / account holder | $3,336 | $1,812+84.1% | $10,362-67.8% | $1,944+71.6% |