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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 | $61,683 | $71,208-13.4% | $93,681-34.2% | $80,911-23.8% |
| Participation rate | 56.9% | 60.4%-3.5pp | 68.7%-11.8pp | 67.6%-10.8pp |
| Annual return | 10.00% | 11.27%-1.3pp | 133.47%-123.5pp | 35.63%-25.6pp |
| Employer contribution / active EE | $1,151 | $1,564-26.4% | $2,422-52.5% | $2,756-58.2% |
| Participant deferral / active EE | $2,718 | $4,035-32.6% | $4,415-38.4% | $4,297-36.8% |
| Admin fee / account holder | $10,067 | $6,951+44.8% | $8,290+21.4% | $6,935+45.2% |