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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 | $74,835 | $106,247-29.6% | $96,515-22.5% | $139,466-46.3% |
| Participation rate | 62.5% | 77.8%-15.3pp | 74.3%-11.8pp | 80.3%-17.8pp |
| Annual return | 19.23% | 38.47%-19.2pp | 35.73%-16.5pp | 373.66%-354.4pp |
| Employer contribution / active EE | $4,332 | $4,106+5.5% | $3,740+15.8% | $4,754-8.9% |
| Participant deferral / active EE | $3,996 | $5,456-26.8% | $4,880-18.1% | $6,712-40.5% |
| Admin fee / account holder | $600 | $7,885-92.4% | $6,735-91.1% | $11,409-94.7% |