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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 | $58,994 | $90,486-34.8% | $78,676-25.0% | $273,972-78.5% |
| Participation rate | 6.3% | 76.5%-70.3pp | 73.6%-67.3pp | 83.0%-76.8pp |
| Annual return | 12.15% | 75.62%-63.5pp | 62.19%-50.0pp | 41.46%-29.3pp |
| Employer contribution / active EE | $2,079 | $3,175-34.5% | $2,850-27.0% | $4,869-57.3% |
| Participant deferral / active EE | $3,484 | $3,901-10.7% | $3,517-0.9% | $5,287-34.1% |
| Admin fee / account holder | $1,225 | $5,263-76.7% | $4,510-72.8% | $10,133-87.9% |