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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 | $25,145 | $81,358-69.1% | $155,556-83.8% | $80,959-68.9% |
| Participation rate | 65.6% | 66.3%-0.7pp | 78.2%-12.7pp | 67.7%-2.1pp |
| Annual return | 12.10% | 33.39%-21.3pp | 64.84%-52.7pp | 35.67%-23.6pp |
| Employer contribution / active EE | $2,019 | $3,106-35.0% | $4,675-56.8% | $2,757-26.8% |
| Participant deferral / active EE | $2,897 | $3,455-16.1% | $5,631-48.5% | $4,300-32.6% |
| Admin fee / account holder | $3,032 | $7,994-62.1% | $15,885-80.9% | $6,925-56.2% |