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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 | $138,312-39.8% | $122,979-32.3% | $155,188-46.4% |
| Participation rate | 69.2% | 80.2%-11.0pp | 77.2%-8.0pp | 80.8%-11.6pp |
| Annual return | 13.00% | 22.06%-9.1pp | 20.12%-7.1pp | 148.84%-135.8pp |
| Employer contribution / active EE | $2,510 | $3,530-28.9% | $3,062-18.0% | $4,248-40.9% |
| Participant deferral / active EE | $6,134 | $5,592+9.7% | $5,003+22.6% | $6,531-6.1% |
| Admin fee / account holder | $2,672 | $15,089-82.3% | $12,864-79.2% | $14,480-81.5% |