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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 | $71,215-9.6% | $93,696-31.3% | $80,935-20.5% |
| Participation rate | 51.6% | 60.4%-8.8pp | 68.7%-17.1pp | 67.7%-16.0pp |
| Annual return | 10.42% | 11.27%-0.9pp | 133.74%-123.3pp | 35.66%-25.2pp |
| Employer contribution / active EE | $1,050 | $1,565-32.9% | $2,422-56.6% | $2,757-61.9% |
| Participant deferral / active EE | $4,687 | $4,037+16.1% | $4,417+6.1% | $4,299+9.0% |
| Admin fee / account holder | $618 | $6,958-91.1% | $8,287-92.5% | $6,924-91.1% |