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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 | $73,123 | $101,778-28.2% | $164,975-55.7% | $80,925-9.6% |
| Participation rate | 59.3% | 71.8%-12.6pp | 78.6%-19.4pp | 67.7%-8.4pp |
| Annual return | 14.80% | 16.73%-1.9pp | 70.12%-55.3pp | 35.65%-20.9pp |
| Employer contribution / active EE | $2,127 | $2,954-28.0% | $4,343-51.0% | $2,756-22.8% |
| Participant deferral / active EE | $3,328 | $4,477-25.7% | $6,033-44.8% | $4,299-22.6% |
| Admin fee / account holder | $2,818 | $8,221-65.7% | $12,688-77.8% | $6,940-59.4% |