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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 | $63,525 | $71,534-11.2% | $98,462-35.5% | $71,529-11.2% |
| Participation rate | 60.9% | 72.7%-11.8pp | 75.2%-14.3pp | 67.9%-7.0pp |
| Annual return | 17.60% | 32.44%-14.8pp | 21.17%-3.6pp | 28.97%-11.4pp |
| Employer contribution / active EE | $1,816 | $2,399-24.3% | $3,049-40.4% | $2,590-29.9% |
| Participant deferral / active EE | $3,673 | $4,109-10.6% | $4,738-22.5% | $4,291-14.4% |
| Admin fee / account holder | $2,085 | $1,677+24.4% | $8,875-76.5% | $1,588+31.3% |