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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 | $82,184 | $215,361-61.8% | $171,082-52.0% | $273,972-70.0% |
| Participation rate | 68.8% | 82.0%-13.3pp | 76.7%-7.9pp | 83.0%-14.3pp |
| Annual return | 10.23% | 25.14%-14.9pp | 32.56%-22.3pp | 41.46%-31.2pp |
| Employer contribution / active EE | $1,890 | $4,967-61.9% | $4,002-52.8% | $4,869-61.2% |
| Participant deferral / active EE | $2,895 | $5,543-47.8% | $4,797-39.6% | $5,287-45.2% |
| Admin fee / account holder | $1,100 | $10,846-89.9% | $8,520-87.1% | $10,133-89.1% |