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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 | $77,814-12.4% | $158,223-56.9% | $86,983-21.7% |
| Participation rate | 60.3% | 68.4%-8.1pp | 79.2%-18.9pp | 69.5%-9.3pp |
| Annual return | 16.12% | 30.54%-14.4pp | 52.09%-36.0pp | 25.83%-9.7pp |
| Employer contribution / active EE | $331 | $2,592-87.2% | $4,109-92.0% | $2,584-87.2% |
| Participant deferral / active EE | $3,463 | $3,270+5.9% | $5,467-36.7% | $4,194-17.4% |
| Admin fee / account holder | $3,931 | $5,879-33.1% | $16,047-75.5% | $7,856-50.0% |