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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 | $87,106-24.0% | $105,607-37.3% | $80,935-18.2% |
| Participation rate | 62.5% | 70.4%-7.9pp | 75.3%-12.8pp | 67.7%-5.2pp |
| Annual return | 13.15% | 17.01%-3.9pp | 116.11%-103.0pp | 35.66%-22.5pp |
| Employer contribution / active EE | $1,909 | $2,396-20.3% | $3,167-39.7% | $2,757-30.7% |
| Participant deferral / active EE | $6,482 | $3,986+62.6% | $5,011+29.3% | $4,299+50.8% |
| Admin fee / account holder | $2,274 | $8,447-73.1% | $10,958-79.2% | $6,924-67.2% |