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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 | $73,271 | $98,766-25.8% | $149,730-51.1% | $79,852-8.2% |
| Participation rate | 68.0% | 75.8%-7.8pp | 82.5%-14.5pp | 69.6%-1.6pp |
| Annual return | 19.38% | 27.43%-8.1pp | 276.70%-257.3pp | 31.72%-12.3pp |
| Employer contribution / active EE | $2,634 | $3,217-18.1% | $4,645-43.3% | $2,471+6.6% |
| Participant deferral / active EE | $5,573 | $5,681-1.9% | $6,843-18.6% | $3,740+49.0% |
| Admin fee / account holder | $753 | $6,052-87.6% | $9,310-91.9% | $5,306-85.8% |