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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 | $56,465 | $84,236-33.0% | $170,435-66.9% | $70,126-19.5% |
| Participation rate | 68.0% | 70.8%-2.8pp | 83.6%-15.6pp | 69.5%-1.5pp |
| Annual return | 13.60% | 23.06%-9.5pp | 205.94%-192.3pp | 73.15%-59.5pp |
| Employer contribution / active EE | $1,342 | $3,387-60.4% | $5,432-75.3% | $2,343-42.7% |
| Participant deferral / active EE | $2,878 | $3,086-6.7% | $4,939-41.7% | $3,332-13.6% |
| Admin fee / account holder | $6,504 | $5,698+14.1% | $13,881-53.1% | $4,645+40.0% |