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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 | $77,119 | $72,269+6.7% | $101,271-23.8% | $79,852-3.4% |
| Participation rate | 39.1% | 68.5%-29.3pp | 75.8%-36.7pp | 69.6%-30.5pp |
| Annual return | 17.24% | 22.29%-5.1pp | 46.48%-29.2pp | 31.72%-14.5pp |
| Employer contribution / active EE | $1,119 | $2,692-58.4% | $3,660-69.4% | $2,471-54.7% |
| Participant deferral / active EE | $2,954 | $3,282-10.0% | $4,371-32.4% | $3,740-21.0% |
| Admin fee / account holder | $7,242 | $4,401+64.6% | $5,948+21.8% | $5,306+36.5% |