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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 | $98,942 | $115,225-14.1% | $100,712-1.8% | $138,895-28.8% |
| Participation rate | 66.7% | 74.3%-7.7pp | 69.3%-2.6pp | 79.9%-13.3pp |
| Annual return | 21.67% | 40.35%-18.7pp | 33.27%-11.6pp | 145.39%-123.7pp |
| Employer contribution / active EE | $1,400 | $2,771-49.5% | $2,313-39.5% | $4,194-66.6% |
| Participant deferral / active EE | $8,733 | $4,699+85.8% | $4,085+113.8% | $6,396+36.5% |
| Admin fee / account holder | $608 | $10,844-94.4% | $9,256-93.4% | $12,562-95.2% |