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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 | $64,873 | $107,809-39.8% | $97,032-33.1% | $155,188-58.2% |
| Participation rate | 46.2% | 75.5%-29.3pp | 71.6%-25.4pp | 80.8%-34.6pp |
| Annual return | 17.61% | 38.06%-20.5pp | 35.38%-17.8pp | 148.84%-131.2pp |
| Employer contribution / active EE | $2,048 | $2,911-29.7% | $2,629-22.1% | $4,248-51.8% |
| Participant deferral / active EE | $6,346 | $5,129+23.7% | $4,672+35.8% | $6,531-2.8% |
| Admin fee / account holder | $1,242 | $10,717-88.4% | $9,418-86.8% | $14,480-91.4% |