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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 | $60,974 | $108,825-44.0% | $156,181-61.0% | $82,448-26.0% |
| Participation rate | 63.9% | 72.4%-8.4pp | 78.8%-14.9pp | 68.1%-4.1pp |
| Annual return | 16.08% | 20.59%-4.5pp | 64.87%-48.8pp | 41.64%-25.6pp |
| Employer contribution / active EE | $2,320 | $2,870-19.1% | $4,294-46.0% | $2,551-9.0% |
| Participant deferral / active EE | $3,511 | $4,577-23.3% | $6,132-42.7% | $4,139-15.2% |
| Admin fee / account holder | $6,794 | $9,341-27.3% | $14,586-53.4% | $7,234-6.1% |