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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 | $72,872 | $99,875-27.0% | $146,866-50.4% | $86,983-16.2% |
| Participation rate | 62.5% | 75.8%-13.3pp | 82.5%-20.0pp | 69.5%-7.0pp |
| Annual return | 18.04% | 28.10%-10.1pp | 102.85%-84.8pp | 25.83%-7.8pp |
| Employer contribution / active EE | $1,601 | $3,224-50.3% | $4,425-63.8% | $2,584-38.1% |
| Participant deferral / active EE | $6,744 | $6,322+6.7% | $7,759-13.1% | $4,194+60.8% |
| Admin fee / account holder | $611 | $7,838-92.2% | $13,620-95.5% | $7,856-92.2% |