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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 | $66,237 | $87,060-23.9% | $105,591-37.3% | $80,911-18.1% |
| Participation rate | 62.5% | 70.4%-7.9pp | 75.3%-12.8pp | 67.6%-5.1pp |
| Annual return | 13.15% | 17.05%-3.9pp | 116.43%-103.3pp | 35.63%-22.5pp |
| Employer contribution / active EE | $1,909 | $2,396-20.3% | $3,166-39.7% | $2,756-30.7% |
| Participant deferral / active EE | $6,482 | $3,986+62.6% | $5,008+29.4% | $4,297+50.8% |
| Admin fee / account holder | $2,274 | $8,442-73.1% | $11,024-79.4% | $6,935-67.2% |