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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 | $71,019 | $112,729-37.0% | $98,716-28.1% | $137,256-48.3% |
| Participation rate | 61.1% | 74.2%-13.1pp | 69.3%-8.2pp | 80.0%-18.8pp |
| Annual return | 18.09% | 38.48%-20.4pp | 31.81%-13.7pp | 220.34%-202.3pp |
| Employer contribution / active EE | $1,397 | $2,725-48.7% | $2,279-38.7% | $4,156-66.4% |
| Participant deferral / active EE | $4,157 | $4,640-10.4% | $4,048+2.7% | $6,407-35.1% |
| Admin fee / account holder | $1,368 | $10,129-86.5% | $8,703-84.3% | $12,270-88.9% |