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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 | $42,654 | $105,623-59.6% | $87,502-51.3% | $273,972-84.4% |
| Participation rate | 62.5% | 78.2%-15.7pp | 73.8%-11.3pp | 83.0%-20.5pp |
| Annual return | 5.75% | 12.26%-6.5pp | 12.21%-6.5pp | 41.46%-35.7pp |
| Employer contribution / active EE | $1,555 | $3,141-50.5% | $2,550-39.0% | $4,869-68.1% |
| Participant deferral / active EE | $7,114 | $3,601+97.6% | $3,149+125.9% | $5,287+34.5% |
| Admin fee / account holder | $1,010 | $4,781-78.9% | $4,221-76.1% | $10,133-90.0% |