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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 | $61,355 | $81,276-24.5% | $155,574-60.6% | $80,925-24.2% |
| Participation rate | 63.1% | 66.2%-3.2pp | 78.2%-15.1pp | 67.7%-4.6pp |
| Annual return | 13.57% | 33.36%-19.8pp | 64.87%-51.3pp | 35.65%-22.1pp |
| Employer contribution / active EE | $399 | $3,103-87.1% | $4,676-91.5% | $2,756-85.5% |
| Participant deferral / active EE | $2,563 | $3,453-25.8% | $5,629-54.5% | $4,299-40.4% |
| Admin fee / account holder | $3,474 | $7,993-56.5% | $15,914-78.2% | $6,940-49.9% |