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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 | $61,236 | $46,877+30.6% | $122,354-50.0% | $70,126-12.7% |
| Participation rate | 42.3% | 58.2%-15.9pp | 71.6%-29.3pp | 69.5%-27.2pp |
| Annual return | 16.22% | 24.22%-8.0pp | 30.28%-14.1pp | 73.15%-56.9pp |
| Employer contribution / active EE | $1,437 | $1,288+11.6% | $4,051-64.5% | $2,343-38.6% |
| Participant deferral / active EE | $1,628 | $2,167-24.9% | $3,287-50.5% | $3,332-51.1% |
| Admin fee / account holder | $631 | $3,324-81.0% | $5,479-88.5% | $4,645-86.4% |