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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 | $66,633 | $91,198-26.9% | $178,503-62.7% | $79,856-16.6% |
| Participation rate | 62.2% | 69.2%-7.1pp | 81.9%-19.8pp | 69.6%-7.5pp |
| Annual return | 19.12% | 24.20%-5.1pp | 151.12%-132.0pp | 31.71%-12.6pp |
| Employer contribution / active EE | $1,788 | $3,257-45.1% | $5,011-64.3% | $2,471-27.7% |
| Participant deferral / active EE | $3,443 | $3,237+6.4% | $5,202-33.8% | $3,741-7.9% |
| Admin fee / account holder | $2,769 | $6,748-59.0% | $13,987-80.2% | $5,306-47.8% |