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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 | $69,874 | $81,276-14.0% | $155,574-55.1% | $80,925-13.7% |
| Participation rate | 61.1% | 66.2%-5.1pp | 78.2%-17.1pp | 67.7%-6.5pp |
| Annual return | 17.17% | 33.36%-16.2pp | 64.87%-47.7pp | 35.65%-18.5pp |
| Employer contribution / active EE | $2,166 | $3,103-30.2% | $4,676-53.7% | $2,756-21.4% |
| Participant deferral / active EE | $5,212 | $3,453+50.9% | $5,629-7.4% | $4,299+21.2% |
| Admin fee / account holder | $8,501 | $7,993+6.3% | $15,914-46.6% | $6,940+22.5% |