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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 | $65,992 | $76,407-13.6% | $150,298-56.1% | $82,448-20.0% |
| Participation rate | 54.3% | 66.4%-12.1pp | 77.8%-23.5pp | 68.1%-13.8pp |
| Annual return | 17.03% | 39.99%-23.0pp | 62.79%-45.8pp | 41.64%-24.6pp |
| Employer contribution / active EE | $2,249 | $2,614-14.0% | $4,154-45.9% | $2,551-11.8% |
| Participant deferral / active EE | $3,236 | $3,214+0.7% | $5,453-40.6% | $4,139-21.8% |
| Admin fee / account holder | $8,524 | $6,352+34.2% | $14,116-39.6% | $7,234+17.8% |