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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 | $51,674 | $81,358-36.5% | $155,556-66.8% | $80,959-36.2% |
| Participation rate | 63.2% | 66.3%-3.1pp | 78.2%-15.1pp | 67.7%-4.5pp |
| Annual return | 12.86% | 33.39%-20.5pp | 64.84%-52.0pp | 35.67%-22.8pp |
| Employer contribution / active EE | $1,403 | $3,106-54.8% | $4,675-70.0% | $2,757-49.1% |
| Participant deferral / active EE | $1,522 | $3,455-56.0% | $5,631-73.0% | $4,300-64.6% |
| Admin fee / account holder | $9,622 | $7,994+20.4% | $15,885-39.4% | $6,925+38.9% |