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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 | $70,190 | $72,272-2.9% | $101,264-30.7% | $79,858-12.1% |
| Participation rate | 68.4% | 68.5%0pp | 75.8%-7.4pp | 69.6%-1.2pp |
| Annual return | 13.78% | 22.30%-8.5pp | 46.48%-32.7pp | 31.72%-17.9pp |
| Employer contribution / active EE | $797 | $2,692-70.4% | $3,660-78.2% | $2,471-67.8% |
| Participant deferral / active EE | $2,080 | $3,282-36.6% | $4,370-52.4% | $3,740-44.4% |
| Admin fee / account holder | $1,023 | $4,401-76.7% | $5,947-82.8% | $5,306-80.7% |