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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 | $73,070 | $81,476-10.3% | $102,383-28.6% | $80,925-9.7% |
| Participation rate | 64.8% | 66.8%-2.0pp | 74.5%-9.7pp | 67.7%-2.8pp |
| Annual return | 13.59% | 25.59%-12.0pp | 24.94%-11.3pp | 35.65%-22.1pp |
| Employer contribution / active EE | $2,008 | $3,105-35.3% | $3,870-48.1% | $2,756-27.1% |
| Participant deferral / active EE | $2,978 | $3,871-23.1% | $5,060-41.1% | $4,299-30.7% |
| Admin fee / account holder | $629 | $6,717-90.6% | $8,391-92.5% | $6,940-90.9% |