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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 | $66,716 | $124,425-46.4% | $112,040-40.5% | $137,256-51.4% |
| Participation rate | 57.9% | 79.3%-21.4pp | 76.5%-18.6pp | 80.0%-22.1pp |
| Annual return | 14.61% | 24.72%-10.1pp | 24.52%-9.9pp | 220.34%-205.7pp |
| Employer contribution / active EE | $2,135 | $3,411-37.4% | $2,954-27.7% | $4,156-48.6% |
| Participant deferral / active EE | $3,818 | $5,718-33.2% | $5,098-25.1% | $6,407-40.4% |
| Admin fee / account holder | $8,288 | $15,207-45.5% | $12,098-31.5% | $12,270-32.5% |