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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 | $73,107-2.2% | $114,563-37.6% | $87,485-18.3% |
| Participation rate | 61.3% | 65.8%-4.4pp | 72.9%-11.6pp | 68.9%-7.6pp |
| Annual return | 13.48% | 19.47%-6.0pp | 241.09%-227.6pp | 26.06%-12.6pp |
| Employer contribution / active EE | $1,820 | $1,881-3.2% | $2,592-29.8% | $2,596-29.9% |
| Participant deferral / active EE | $3,812 | $3,144+21.3% | $4,142-8.0% | $4,274-10.8% |
| Admin fee / account holder | $3,774 | $5,770-34.6% | $7,623-50.5% | $7,775-51.5% |