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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 | $55,078 | $77,896-29.3% | $134,172-58.9% | $82,448-33.2% |
| Participation rate | 61.3% | 62.8%-1.5pp | 72.5%-11.2pp | 68.1%-6.8pp |
| Annual return | 16.72% | 18.21%-1.5pp | 25.30%-8.6pp | 41.64%-24.9pp |
| Employer contribution / active EE | $1,582 | $2,159-26.7% | $3,420-53.7% | $2,551-38.0% |
| Participant deferral / active EE | $3,545 | $3,162+12.1% | $4,690-24.4% | $4,139-14.3% |
| Admin fee / account holder | $620 | $6,336-90.2% | $12,016-94.8% | $7,234-91.4% |