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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 | $75,159 | $76,834-2.2% | $108,359-30.6% | $87,485-14.1% |
| Participation rate | 52.9% | 61.7%-8.8pp | 70.1%-17.2pp | 68.9%-16.0pp |
| Annual return | 15.11% | 19.09%-4.0pp | 36.89%-21.8pp | 26.06%-11.0pp |
| Employer contribution / active EE | $1,068 | $1,556-31.4% | $2,399-55.5% | $2,596-58.9% |
| Participant deferral / active EE | $3,863 | $3,100+24.6% | $4,137-6.6% | $4,274-9.6% |
| Admin fee / account holder | $560 | $6,537-91.4% | $9,741-94.2% | $7,775-92.8% |