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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 | $57,008 | $69,977-18.5% | $108,582-47.5% | $62,881-9.3% |
| Participation rate | 69.2% | 72.9%-3.7pp | 79.6%-10.3pp | 69.3%-0.1pp |
| Annual return | 8.61% | 10.73%-2.1pp | -51.70%+60.3pp | 20.14%-11.5pp |
| Employer contribution / active EE | $1,658 | $2,135-22.3% | $3,758-55.9% | $2,281-27.3% |
| Participant deferral / active EE | $4,251 | $3,165+34.3% | $4,311-1.4% | $3,203+32.7% |
| Admin fee / account holder | $1,769 | $5,076-65.2% | $7,645-76.9% | $4,296-58.8% |