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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 | $64,037 | $99,345-35.5% | $84,753-24.4% | $273,972-76.6% |
| Participation rate | 55.6% | 80.7%-25.1pp | 76.6%-21.0pp | 83.0%-27.5pp |
| Annual return | 13.22% | 22.93%-9.7pp | 22.78%-9.6pp | 41.46%-28.2pp |
| Employer contribution / active EE | $974 | $4,214-76.9% | $3,574-72.8% | $4,869-80.0% |
| Participant deferral / active EE | $10,867 | $4,270+154.5% | $3,712+192.8% | $5,287+105.5% |
| Admin fee / account holder | $449 | $6,645-93.2% | $5,333-91.6% | $10,133-95.6% |