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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 | $71,417 | $100,970-29.3% | $96,576-26.1% | $137,256-48.0% |
| Participation rate | 62.5% | 82.6%-20.1pp | 81.4%-18.9pp | 80.0%-17.5pp |
| Annual return | 17.91% | 38.16%-20.3pp | 38.47%-20.6pp | 220.34%-202.4pp |
| Employer contribution / active EE | $2,306 | $3,809-39.5% | $3,553-35.1% | $4,156-44.5% |
| Participant deferral / active EE | $6,779 | $8,286-18.2% | $7,956-14.8% | $6,407+5.8% |
| Admin fee / account holder | $549 | $11,312-95.2% | $11,381-95.2% | $12,270-95.5% |