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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 | $68,327 | $124,980-45.3% | $108,359-36.9% | $154,746-55.8% |
| Participation rate | 60.0% | 75.2%-15.2pp | 70.1%-10.1pp | 80.7%-20.7pp |
| Annual return | 13.82% | 45.00%-31.2pp | 36.89%-23.1pp | 172.34%-158.5pp |
| Employer contribution / active EE | $2,335 | $2,851-18.1% | $2,399-2.7% | $4,379-46.7% |
| Participant deferral / active EE | $3,479 | $4,743-26.6% | $4,137-15.9% | $6,730-48.3% |
| Admin fee / account holder | $881 | $11,502-92.3% | $9,741-91.0% | $14,365-93.9% |