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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 | $60,521 | $101,795-40.5% | $165,100-63.3% | $80,959-25.2% |
| Participation rate | 44.2% | 71.8%-27.6pp | 78.6%-34.4pp | 67.7%-23.5pp |
| Annual return | 14.31% | 16.73%-2.4pp | 70.21%-55.9pp | 35.67%-21.4pp |
| Employer contribution / active EE | $1,937 | $2,954-34.4% | $4,348-55.4% | $2,757-29.7% |
| Participant deferral / active EE | $4,234 | $4,476-5.4% | $6,035-29.8% | $4,300-1.5% |
| Admin fee / account holder | $2,170 | $8,221-73.6% | $12,696-82.9% | $6,925-68.7% |