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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 | $59,995 | $93,345-35.7% | $119,126-49.6% | $87,485-31.4% |
| Participation rate | 67.9% | 68.7%-0.9pp | 75.8%-7.9pp | 68.9%-1.1pp |
| Annual return | 16.28% | 19.08%-2.8pp | 282.11%-265.8pp | 26.06%-9.8pp |
| Employer contribution / active EE | $2,163 | $3,172-31.8% | $4,034-46.4% | $2,596-16.7% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $2,459 | $8,039-69.4% | $10,693-77.0% | $7,775-68.4% |