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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 | $60,948 | $81,446-25.2% | $103,374-41.0% | $80,874-24.6% |
| Participation rate | 43.8% | 66.9%-23.1pp | 74.5%-30.8pp | 67.6%-23.9pp |
| Annual return | 16.89% | 25.57%-8.7pp | 24.89%-8.0pp | 35.62%-18.7pp |
| Employer contribution / active EE | $1,940 | $3,107-37.6% | $3,869-49.9% | $2,756-29.6% |
| Participant deferral / active EE | $4,855 | $3,870+25.5% | $5,058-4.0% | $4,297+13.0% |
| Admin fee / account holder | $1,196 | $6,715-82.2% | $8,394-85.7% | $6,935-82.8% |