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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 | $102,609-30.4% | $98,090-27.2% | $138,895-48.6% |
| Participation rate | 62.5% | 82.8%-20.3pp | 81.5%-19.0pp | 79.9%-17.4pp |
| Annual return | 17.91% | 36.44%-18.5pp | 37.05%-19.1pp | 145.39%-127.5pp |
| Employer contribution / active EE | $2,306 | $3,867-40.4% | $3,606-36.1% | $4,194-45.0% |
| Participant deferral / active EE | $6,779 | $8,167-17.0% | $7,845-13.6% | $6,396+6.0% |
| Admin fee / account holder | $549 | $11,434-95.2% | $11,815-95.4% | $12,562-95.6% |