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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 | $73,889 | $107,421-31.2% | $182,262-59.5% | $94,015-21.4% |
| Participation rate | 63.6% | 77.8%-14.1pp | 84.2%-20.6pp | 70.8%-7.2pp |
| Annual return | 17.42% | 21.32%-3.9pp | 140.60%-123.2pp | 17.84%-0.4pp |
| Employer contribution / active EE | $3,778 | $3,448+9.6% | $5,046-25.1% | $2,790+35.4% |
| Participant deferral / active EE | $8,040 | $6,558+22.6% | $8,276-2.9% | $4,249+89.2% |
| Admin fee / account holder | $15,446 | $8,692+77.7% | $16,712-7.6% | $8,951+72.6% |