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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 | $71,328 | $104,650-31.8% | $83,854-14.9% | $155,188-54.0% |
| Participation rate | 60.0% | 65.1%-5.1pp | 59.1%+0.9pp | 80.8%-20.8pp |
| Annual return | 17.61% | 28.97%-11.4pp | 31.39%-13.8pp | 148.84%-131.2pp |
| Employer contribution / active EE | $1,561 | $1,196+30.5% | $1,017+53.4% | $4,248-63.3% |
| Participant deferral / active EE | $6,460 | $2,367+172.9% | $2,035+217.4% | $6,531-1.1% |
| Admin fee / account holder | $3,111 | $3,518-11.6% | $3,197-2.7% | $14,480-78.5% |