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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 | $64,353 | $71,230-9.7% | $93,727-31.3% | $80,959-20.5% |
| Participation rate | 51.6% | 60.4%-8.8pp | 68.7%-17.1pp | 67.7%-16.1pp |
| Annual return | 10.42% | 11.26%-0.8pp | 133.83%-123.4pp | 35.67%-25.3pp |
| Employer contribution / active EE | $1,050 | $1,565-32.9% | $2,421-56.6% | $2,757-61.9% |
| Participant deferral / active EE | $4,687 | $4,037+16.1% | $4,417+6.1% | $4,300+9.0% |
| Admin fee / account holder | $618 | $6,961-91.1% | $8,292-92.5% | $6,925-91.1% |