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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 | $61,690 | $76,371-19.2% | $93,621-34.1% | $72,976-15.5% |
| Participation rate | 42.3% | 71.8%-29.4pp | 75.8%-33.5pp | 69.5%-27.2pp |
| Annual return | 24.01% | 25.82%-1.8pp | 32.76%-8.7pp | 81.02%-57.0pp |
| Employer contribution / active EE | $1,412 | $2,276-38.0% | $2,719-48.1% | $2,440-42.1% |
| Participant deferral / active EE | $3,060 | $3,538-13.5% | $4,070-24.8% | $3,608-15.2% |
| Admin fee / account holder | $515 | $6,839-92.5% | $7,890-93.5% | $5,124-89.9% |