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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 | $60,526 | $90,486-33.1% | $78,676-23.1% | $273,972-77.9% |
| Participation rate | 62.5% | 76.5%-14.0pp | 73.6%-11.1pp | 83.0%-20.5pp |
| Annual return | 5.63% | 75.62%-70.0pp | 62.19%-56.6pp | 41.46%-35.8pp |
| Employer contribution / active EE | $2,145 | $3,175-32.5% | $2,850-24.8% | $4,869-56.0% |
| Participant deferral / active EE | $3,110 | $3,901-20.3% | $3,517-11.6% | $5,287-41.2% |
| Admin fee / account holder | $7,492 | $5,263+42.3% | $4,510+66.1% | $10,133-26.1% |