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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 | $65,297 | $110,137-40.7% | $161,149-59.5% | $82,637-21.0% |
| Participation rate | 64.8% | 72.4%-7.5pp | 78.8%-14.0pp | 68.1%-3.2pp |
| Annual return | 14.94% | 20.69%-5.7pp | 21.16%-6.2pp | 53.51%-38.6pp |
| Employer contribution / active EE | $1,975 | $2,856-30.9% | $4,360-54.7% | $2,552-22.6% |
| Participant deferral / active EE | $3,458 | $4,575-24.4% | $6,153-43.8% | $4,126-16.2% |
| Admin fee / account holder | $7,283 | $9,467-23.1% | $15,194-52.1% | $7,339-0.8% |