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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 | $54,617 | $153,311-64.4% | $109,313-50.0% | $273,972-80.1% |
| Participation rate | 60.0% | 80.1%-20.1pp | 71.3%-11.3pp | 83.0%-23.0pp |
| Annual return | 10.58% | 29.86%-19.3pp | 22.07%-11.5pp | 41.46%-30.9pp |
| Employer contribution / active EE | $1,946 | $5,619-65.4% | $3,892-50.0% | $4,869-60.0% |
| Participant deferral / active EE | $2,363 | $3,932-39.9% | $3,166-25.4% | $5,287-55.3% |
| Admin fee / account holder | $1,072 | $8,076-86.7% | $5,666-81.1% | $10,133-89.4% |