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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 | $86,940-13.6% | $102,434-26.6% | $80,935-7.1% |
| Participation rate | 60.5% | 72.4%-11.9pp | 76.5%-16.0pp | 67.7%-7.2pp |
| Annual return | 11.66% | 18.89%-7.2pp | 29.46%-17.8pp | 35.66%-24.0pp |
| Employer contribution / active EE | $1,247 | $2,370-47.4% | $3,023-58.8% | $2,757-54.8% |
| Participant deferral / active EE | $2,940 | $4,121-28.7% | $5,055-41.8% | $4,299-31.6% |
| Admin fee / account holder | $686 | $8,047-91.5% | $9,462-92.8% | $6,924-90.1% |