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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 | $60,636 | $36,140+67.8% | $73,658-17.7% | $64,340-5.8% |
| Participation rate | 22.0% | 31.0%-9.0pp | 57.0%-35.0pp | 55.2%-33.2pp |
| Annual return | 15.72% | 21.48%-5.8pp | 29.72%-14.0pp | 24.14%-8.4pp |
| Employer contribution / active EE | $459 | $443+3.5% | $1,032-55.6% | $1,862-75.4% |
| Participant deferral / active EE | $929 | $1,023-9.1% | $2,062-54.9% | $2,980-68.8% |
| Admin fee / account holder | $3,904 | $2,513+55.4% | $3,357+16.3% | $3,703+5.4% |