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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 | $74,143 | $72,273+2.6% | $101,275-26.8% | $79,856-7.2% |
| Participation rate | 41.0% | 68.5%-27.4pp | 75.8%-34.8pp | 69.6%-28.6pp |
| Annual return | 16.03% | 22.30%-6.3pp | 46.48%-30.5pp | 31.71%-15.7pp |
| Employer contribution / active EE | $1,003 | $2,691-62.7% | $3,660-72.6% | $2,471-59.4% |
| Participant deferral / active EE | $1,612 | $3,282-50.9% | $4,371-63.1% | $3,741-56.9% |
| Admin fee / account holder | $2,924 | $4,401-33.6% | $5,948-50.8% | $5,306-44.9% |