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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 | $79,740 | $81,331-2.0% | $155,534-48.7% | $80,935-1.5% |
| Participation rate | 60.0% | 66.3%-6.3pp | 78.2%-18.2pp | 67.7%-7.7pp |
| Annual return | 12.03% | 33.37%-21.3pp | 64.92%-52.9pp | 35.66%-23.6pp |
| Employer contribution / active EE | $1,335 | $3,105-57.0% | $4,675-71.4% | $2,757-51.6% |
| Participant deferral / active EE | $4,187 | $3,454+21.2% | $5,630-25.6% | $4,299-2.6% |
| Admin fee / account holder | $705 | $7,999-91.2% | $15,900-95.6% | $6,924-89.8% |