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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 | $25,179 | $182,442-86.2% | $163,379-84.6% | $138,895-81.9% |
| Participation rate | 62.5% | 79.8%-17.3pp | 76.8%-14.3pp | 79.9%-17.4pp |
| Annual return | 21.70% | 72.74%-51.0pp | 63.41%-41.7pp | 145.39%-123.7pp |
| Employer contribution / active EE | $1,664 | $4,159-60.0% | $3,752-55.7% | $4,194-60.3% |
| Participant deferral / active EE | $3,763 | $6,817-44.8% | $6,282-40.1% | $6,396-41.2% |
| Admin fee / account holder | $7,590 | $10,396-27.0% | $9,818-22.7% | $12,562-39.6% |