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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 | $75,167 | $77,901-3.5% | $149,717-49.8% | $75,1810% |
| Participation rate | 65.5% | 65.6%-0.1pp | 78.8%-13.3pp | 67.2%-1.7pp |
| Annual return | 16.17% | 31.73%-15.6pp | 134.41%-118.2pp | 160.69%-144.5pp |
| Employer contribution / active EE | $2,171 | $3,137-30.8% | $4,820-55.0% | $2,671-18.7% |
| Participant deferral / active EE | $4,078 | $3,411+19.6% | $5,682-28.2% | $4,126-1.2% |
| Admin fee / account holder | $3,673 | $5,949-38.3% | $13,213-72.2% | $5,650-35.0% |