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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 | $71,493 | $87,225-18.0% | $158,226-54.8% | $94,015-24.0% |
| Participation rate | 61.3% | 67.9%-6.6pp | 74.8%-13.5pp | 70.8%-9.5pp |
| Annual return | 13.48% | 16.34%-2.9pp | 501.41%-487.9pp | 17.84%-4.4pp |
| Employer contribution / active EE | $1,820 | $2,217-17.9% | $2,986-39.0% | $2,790-34.8% |
| Participant deferral / active EE | $3,812 | $3,405+11.9% | $4,317-11.7% | $4,249-10.3% |
| Admin fee / account holder | $3,774 | $7,888-52.2% | $10,217-63.1% | $8,951-57.8% |