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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 | $106,864-31.8% | $147,318-50.5% | $82,637-11.8% |
| Participation rate | 62.5% | 75.5%-13.0pp | 82.1%-19.6pp | 68.1%-5.6pp |
| Annual return | 18.04% | 27.49%-9.5pp | 70.43%-52.4pp | 53.51%-35.5pp |
| Employer contribution / active EE | $1,601 | $3,417-53.1% | $4,593-65.1% | $2,552-37.3% |
| Participant deferral / active EE | $6,744 | $6,496+3.8% | $7,906-14.7% | $4,126+63.4% |
| Admin fee / account holder | $611 | $8,415-92.7% | $13,708-95.5% | $7,339-91.7% |