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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 | $61,640 | $110,379-44.2% | $102,412-39.8% | $145,884-57.7% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.2pp |
| Annual return | 10.21% | 24.84%-14.6pp | 24.94%-14.7pp | 551.85%-541.6pp |
| Employer contribution / active EE | $1,985 | $4,216-52.9% | $3,870-48.7% | $4,662-57.4% |
| Participant deferral / active EE | $6,100 | $5,622+8.5% | $5,060+20.6% | $6,690-8.8% |
| Admin fee / account holder | $2,529 | $9,745-74.0% | $8,388-69.8% | $13,392-81.1% |