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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 | $81,262-69.1% | $155,602-83.8% | $80,911-68.9% |
| Participation rate | 65.6% | 66.2%-0.7pp | 78.2%-12.6pp | 67.6%-2.1pp |
| Annual return | 12.10% | 33.34%-21.2pp | 64.81%-52.7pp | 35.63%-23.5pp |
| Employer contribution / active EE | $2,019 | $3,102-34.9% | $4,675-56.8% | $2,756-26.7% |
| Participant deferral / active EE | $2,897 | $3,451-16.1% | $5,629-48.5% | $4,297-32.6% |
| Admin fee / account holder | $3,032 | $7,992-62.1% | $15,923-81.0% | $6,935-56.3% |