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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 | $61,897 | $77,638-20.3% | $156,551-60.5% | $62,881-1.6% |
| Participation rate | 56.3% | 71.2%-14.9pp | 84.0%-27.8pp | 69.3%-13.1pp |
| Annual return | 7.05% | 50.33%-43.3pp | 32.23%-25.2pp | 20.14%-13.1pp |
| Employer contribution / active EE | $921 | $3,444-73.3% | $5,501-83.3% | $2,281-59.6% |
| Participant deferral / active EE | $4,269 | $3,046+40.2% | $4,871-12.4% | $3,203+33.3% |
| Admin fee / account holder | $637 | $5,561-88.5% | $13,028-95.1% | $4,296-85.2% |