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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 | $61,320 | $97,550-37.1% | $120,344-49.0% | $87,485-29.9% |
| Participation rate | 37.9% | 72.8%-34.9pp | 76.7%-38.8pp | 68.9%-31.1pp |
| Annual return | 15.22% | 18.41%-3.2pp | 20.30%-5.1pp | 26.06%-10.8pp |
| Employer contribution / active EE | $1,232 | $2,291-46.2% | $3,020-59.2% | $2,596-52.5% |
| Participant deferral / active EE | $2,922 | $4,230-30.9% | $5,135-43.1% | $4,274-31.6% |
| Admin fee / account holder | $3,389 | $9,543-64.5% | $12,742-73.4% | $7,775-56.4% |