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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 | $61,563 | $45,050+36.7% | $63,018-2.3% | $70,126-12.2% |
| Participation rate | 55.8% | 69.5%-13.7pp | 74.8%-19.0pp | 69.5%-13.7pp |
| Annual return | 13.27% | 18.76%-5.5pp | 87.62%-74.3pp | 73.15%-59.9pp |
| Employer contribution / active EE | $1,222 | $2,052-40.4% | $2,761-55.7% | $2,343-47.8% |
| Participant deferral / active EE | $3,819 | $2,466+54.9% | $3,330+14.7% | $3,332+14.6% |
| Admin fee / account holder | $5,130 | $2,834+81.0% | $3,601+42.5% | $4,645+10.4% |