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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 | $78,409 | $132,310-40.7% | $105,754-25.9% | $273,972-71.4% |
| Participation rate | 62.5% | 83.2%-20.7pp | 78.9%-16.4pp | 83.0%-20.5pp |
| Annual return | 7.54% | 10.08%-2.5pp | 12.25%-4.7pp | 41.46%-33.9pp |
| Employer contribution / active EE | $2,156 | $4,867-55.7% | $4,079-47.1% | $4,869-55.7% |
| Participant deferral / active EE | $7,541 | $6,233+21.0% | $5,326+41.6% | $5,287+42.6% |
| Admin fee / account holder | $1,106 | $12,036-90.8% | $8,309-86.7% | $10,133-89.1% |