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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 | $77,907 | $77,8960% | $134,172-41.9% | $82,448-5.5% |
| Participation rate | 56.0% | 62.8%-6.8pp | 72.5%-16.5pp | 68.1%-12.1pp |
| Annual return | 15.17% | 18.21%-3.0pp | 25.30%-10.1pp | 41.64%-26.5pp |
| Employer contribution / active EE | $2,291 | $2,159+6.1% | $3,420-33.0% | $2,551-10.2% |
| Participant deferral / active EE | $3,571 | $3,162+12.9% | $4,690-23.9% | $4,139-13.7% |
| Admin fee / account holder | $2,050 | $6,336-67.6% | $12,016-82.9% | $7,234-71.7% |