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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 | $62,275 | $78,690-20.9% | $161,489-61.4% | $87,485-28.8% |
| Participation rate | 67.2% | 67.5%-0.3pp | 78.7%-11.5pp | 68.9%-1.7pp |
| Annual return | 12.83% | 32.74%-19.9pp | 89.72%-76.9pp | 26.06%-13.2pp |
| Employer contribution / active EE | $2,174 | $2,588-16.0% | $4,268-49.1% | $2,596-16.3% |
| Participant deferral / active EE | $1,354 | $3,311-59.1% | $5,630-76.0% | $4,274-68.3% |
| Admin fee / account holder | $5,466 | $6,724-18.7% | $16,006-65.9% | $7,775-29.7% |