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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 | $56,284 | $136,860-58.9% | $120,344-53.2% | $154,746-63.6% |
| Participation rate | 60.0% | 79.9%-19.9pp | 76.7%-16.7pp | 80.7%-20.7pp |
| Annual return | 12.23% | 21.38%-9.1pp | 20.30%-8.1pp | 172.34%-160.1pp |
| Employer contribution / active EE | $1,070 | $3,533-69.7% | $3,020-64.6% | $4,379-75.6% |
| Participant deferral / active EE | $2,133 | $5,793-63.2% | $5,135-58.5% | $6,730-68.3% |
| Admin fee / account holder | $6,419 | $15,393-58.3% | $12,742-49.6% | $14,365-55.3% |