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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 | $59,919 | $97,020-38.2% | $83,327-28.1% | $135,380-55.7% |
| Participation rate | 68.2% | 80.4%-12.2pp | 77.8%-9.6pp | 82.6%-14.5pp |
| Annual return | 10.77% | 12.31%-1.5pp | 10.64%+0.1pp | 519.81%-509.0pp |
| Employer contribution / active EE | $464 | $4,144-88.8% | $3,379-86.3% | $4,779-90.3% |
| Participant deferral / active EE | $2,733 | $5,964-54.2% | $5,565-50.9% | $5,609-51.3% |
| Admin fee / account holder | $3,292 | $8,426-60.9% | $7,540-56.3% | $10,828-69.6% |