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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 | $58,573 | $81,476-28.1% | $102,383-42.8% | $80,925-27.6% |
| Participation rate | 63.6% | 66.8%-3.2pp | 74.5%-10.9pp | 67.7%-4.0pp |
| Annual return | 16.09% | 25.59%-9.5pp | 24.94%-8.8pp | 35.65%-19.6pp |
| Employer contribution / active EE | $2,203 | $3,105-29.0% | $3,870-43.1% | $2,756-20.1% |
| Participant deferral / active EE | $4,120 | $3,871+6.4% | $5,060-18.6% | $4,299-4.2% |
| Admin fee / account holder | $436 | $6,717-93.5% | $8,391-94.8% | $6,940-93.7% |