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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 | $73,031 | $77,814-6.1% | $158,223-53.8% | $86,983-16.0% |
| Participation rate | 66.7% | 68.4%-1.7pp | 79.2%-12.5pp | 69.5%-2.9pp |
| Annual return | 14.55% | 30.54%-16.0pp | 52.09%-37.5pp | 25.83%-11.3pp |
| Employer contribution / active EE | $1,914 | $2,592-26.1% | $4,109-53.4% | $2,584-25.9% |
| Participant deferral / active EE | $3,134 | $3,270-4.1% | $5,467-42.7% | $4,194-25.3% |
| Admin fee / account holder | $7,319 | $5,879+24.5% | $16,047-54.4% | $7,856-6.8% |