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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 | $57,462 | $84,236-31.8% | $170,439-66.3% | $70,124-18.1% |
| Participation rate | 65.4% | 70.8%-5.4pp | 83.6%-18.2pp | 69.5%-4.2pp |
| Annual return | 15.96% | 23.06%-7.1pp | 205.94%-190.0pp | 73.14%-57.2pp |
| Employer contribution / active EE | $954 | $3,387-71.8% | $5,433-82.4% | $2,342-59.3% |
| Participant deferral / active EE | $4,794 | $3,086+55.4% | $4,939-2.9% | $3,332+43.9% |
| Admin fee / account holder | $1,769 | $5,698-69.0% | $13,881-87.3% | $4,645-61.9% |