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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 | $60,079 | $56,054+7.2% | $171,082-64.9% | $62,881-4.5% |
| Participation rate | 54.8% | 62.9%-8.1pp | 76.7%-21.9pp | 69.3%-14.5pp |
| Annual return | 9.49% | 22.52%-13.0pp | 32.56%-23.1pp | 20.14%-10.7pp |
| Employer contribution / active EE | $630 | $1,731-63.6% | $4,002-84.3% | $2,281-72.4% |
| Participant deferral / active EE | $1,650 | $3,158-47.8% | $4,797-65.6% | $3,203-48.5% |
| Admin fee / account holder | $2,155 | $3,647-40.9% | $8,520-74.7% | $4,296-49.8% |