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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 | $83,257 | $126,661-34.3% | $113,397-26.6% | $138,895-40.1% |
| Participation rate | 69.2% | 79.4%-10.2pp | 76.5%-7.3pp | 79.9%-10.7pp |
| Annual return | 13.00% | 25.05%-12.0pp | 23.20%-10.2pp | 145.39%-132.4pp |
| Employer contribution / active EE | $2,510 | $3,456-27.4% | $2,977-15.7% | $4,194-40.1% |
| Participant deferral / active EE | $6,134 | $5,693+7.8% | $5,076+20.8% | $6,396-4.1% |
| Admin fee / account holder | $2,672 | $14,549-81.6% | $11,957-77.7% | $12,562-78.7% |