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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 | $77,949 | $73,988+5.4% | $96,538-19.3% | $75,177+3.7% |
| Participation rate | 61.3% | 66.4%-5.1pp | 74.3%-13.1pp | 67.2%-5.9pp |
| Annual return | 13.30% | 26.73%-13.4pp | 35.74%-22.4pp | 160.75%-147.4pp |
| Employer contribution / active EE | $1,298 | $2,930-55.7% | $3,740-65.3% | $2,671-51.4% |
| Participant deferral / active EE | $3,643 | $3,660-0.5% | $4,880-25.3% | $4,126-11.7% |
| Admin fee / account holder | $17,309 | $5,220+231.6% | $6,737+156.9% | $5,651+206.3% |