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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 | $68,742 | $89,367-23.1% | $141,191-51.3% | $72,975-5.8% |
| Participation rate | 63.8% | 75.1%-11.3pp | 82.5%-18.7pp | 69.5%-5.7pp |
| Annual return | 26.18% | 111.87%-85.7pp | 71.41%-45.2pp | 81.01%-54.8pp |
| Employer contribution / active EE | $2,516 | $3,115-19.2% | $4,736-46.9% | $2,440+3.1% |
| Participant deferral / active EE | $6,224 | $5,419+14.9% | $6,710-7.2% | $3,608+72.5% |
| Admin fee / account holder | $8,805 | $5,957+47.8% | $10,264-14.2% | $5,124+71.8% |