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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 | $68,133 | $76,407-10.8% | $150,298-54.7% | $82,448-17.4% |
| Participation rate | 60.3% | 66.4%-6.1pp | 77.8%-17.5pp | 68.1%-7.8pp |
| Annual return | 16.12% | 39.99%-23.9pp | 62.79%-46.7pp | 41.64%-25.5pp |
| Employer contribution / active EE | $331 | $2,614-87.3% | $4,154-92.0% | $2,551-87.0% |
| Participant deferral / active EE | $3,463 | $3,214+7.7% | $5,453-36.5% | $4,139-16.3% |
| Admin fee / account holder | $3,931 | $6,352-38.1% | $14,116-72.2% | $7,234-45.7% |