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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 | $105,013 | $123,155-14.7% | $108,753-3.4% | $155,188-32.3% |
| Participation rate | 65.0% | 75.6%-10.6pp | 71.1%-6.1pp | 80.8%-15.8pp |
| Annual return | 16.24% | 44.73%-28.5pp | 37.47%-21.2pp | 148.84%-132.6pp |
| Employer contribution / active EE | $1,058 | $2,811-62.4% | $2,427-56.4% | $4,248-75.1% |
| Participant deferral / active EE | $6,470 | $4,623+39.9% | $4,115+57.2% | $6,531-0.9% |
| Admin fee / account holder | $2,992 | $12,126-75.3% | $10,320-71.0% | $14,480-79.3% |