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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 | $75,149 | $86,919-13.5% | $102,457-26.7% | $80,911-7.1% |
| Participation rate | 60.5% | 72.4%-11.9pp | 76.5%-16.0pp | 67.6%-7.2pp |
| Annual return | 11.66% | 18.90%-7.2pp | 29.41%-17.8pp | 35.63%-24.0pp |
| Employer contribution / active EE | $1,247 | $2,368-47.4% | $3,022-58.8% | $2,756-54.8% |
| Participant deferral / active EE | $2,940 | $4,119-28.6% | $5,054-41.8% | $4,297-31.6% |
| Admin fee / account holder | $686 | $8,049-91.5% | $9,451-92.7% | $6,935-90.1% |