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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 | $81,705 | $72,272+13.1% | $101,264-19.3% | $79,858+2.3% |
| Participation rate | 60.6% | 68.5%-7.9pp | 75.8%-15.2pp | 69.6%-9.0pp |
| Annual return | 16.16% | 22.30%-6.1pp | 46.48%-30.3pp | 31.72%-15.6pp |
| Employer contribution / active EE | $1,333 | $2,692-50.5% | $3,660-63.6% | $2,471-46.1% |
| Participant deferral / active EE | $2,041 | $3,282-37.8% | $4,370-53.3% | $3,740-45.4% |
| Admin fee / account holder | $1,302 | $4,401-70.4% | $5,947-78.1% | $5,306-75.5% |