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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 | $73,138 | $123,793-40.9% | $177,848-58.9% | $79,856-8.4% |
| Participation rate | 68.4% | 84.7%-16.2pp | 87.7%-19.3pp | 69.6%-1.2pp |
| Annual return | 13.58% | 22.82%-9.2pp | 48.33%-34.7pp | 31.71%-18.1pp |
| Employer contribution / active EE | $3,388 | $4,095-17.3% | $5,919-42.8% | $2,471+37.1% |
| Participant deferral / active EE | $6,071 | $5,956+1.9% | $7,714-21.3% | $3,741+62.3% |
| Admin fee / account holder | $10,625 | $7,243+46.7% | $12,431-14.5% | $5,306+100.2% |