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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 | $85,843 | $100,003-14.2% | $146,685-41.5% | $85,8560% |
| Participation rate | 60.9% | 73.1%-12.2pp | 80.1%-19.2pp | 69.3%-8.4pp |
| Annual return | 18.49% | 18.93%-0.4pp | 22.75%-4.3pp | 318.58%-300.1pp |
| Employer contribution / active EE | $761 | $2,559-70.3% | $4,137-81.6% | $2,565-70.3% |
| Participant deferral / active EE | $2,750 | $4,006-31.4% | $5,507-50.1% | $3,952-30.4% |
| Admin fee / account holder | $1,422 | $7,704-81.5% | $10,281-86.2% | $6,261-77.3% |