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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 | $58,586 | $99,343-41.0% | $84,751-30.9% | $273,968-78.6% |
| Participation rate | 56.5% | 80.7%-24.2pp | 76.6%-20.1pp | 83.0%-26.5pp |
| Annual return | 6.36% | 22.93%-16.6pp | 22.78%-16.4pp | 41.45%-35.1pp |
| Employer contribution / active EE | $1,442 | $4,214-65.8% | $3,574-59.7% | $4,869-70.4% |
| Participant deferral / active EE | $2,016 | $4,269-52.8% | $3,712-45.7% | $5,287-61.9% |
| Admin fee / account holder | $851 | $6,645-87.2% | $5,333-84.0% | $10,132-91.6% |