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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 | $73,692 | $78,690-6.4% | $161,489-54.4% | $87,485-15.8% |
| Participation rate | 64.3% | 67.5%-3.2pp | 78.7%-14.4pp | 68.9%-4.6pp |
| Annual return | 19.03% | 32.74%-13.7pp | 89.72%-70.7pp | 26.06%-7.0pp |
| Employer contribution / active EE | $2,140 | $2,588-17.3% | $4,268-49.9% | $2,596-17.6% |
| Participant deferral / active EE | $5,042 | $3,311+52.3% | $5,630-10.4% | $4,274+18.0% |
| Admin fee / account holder | $3,511 | $6,724-47.8% | $16,006-78.1% | $7,775-54.8% |