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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 | $60,423 | $107,809-44.0% | $97,032-37.7% | $155,188-61.1% |
| Participation rate | 55.0% | 75.5%-20.5pp | 71.6%-16.6pp | 80.8%-25.8pp |
| Annual return | 16.98% | 38.06%-21.1pp | 35.38%-18.4pp | 148.84%-131.9pp |
| Employer contribution / active EE | $855 | $2,911-70.6% | $2,629-67.5% | $4,248-79.9% |
| Participant deferral / active EE | $2,231 | $5,129-56.5% | $4,672-52.2% | $6,531-65.8% |
| Admin fee / account holder | $2,997 | $10,717-72.0% | $9,418-68.2% | $14,480-79.3% |