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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 | $70,590 | $124,330-43.2% | $109,173-35.3% | $167,536-57.9% |
| Participation rate | 62.5% | 79.5%-17.0pp | 75.9%-13.4pp | 82.1%-19.6pp |
| Annual return | 11.73% | 26.04%-14.3pp | 25.75%-14.0pp | 478.82%-467.1pp |
| Employer contribution / active EE | $2,898 | $4,209-31.1% | $3,723-22.1% | $4,839-40.1% |
| Participant deferral / active EE | $5,223 | $5,256-0.6% | $4,654+12.2% | $6,342-17.6% |
| Admin fee / account holder | $13,236 | $7,974+66.0% | $6,755+95.9% | $12,315+7.5% |