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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 | $110,137-44.6% | $161,149-62.2% | $82,637-26.2% |
| Participation rate | 63.9% | 72.4%-8.4pp | 78.8%-14.9pp | 68.1%-4.1pp |
| Annual return | 16.08% | 20.69%-4.6pp | 21.16%-5.1pp | 53.51%-37.4pp |
| Employer contribution / active EE | $2,320 | $2,856-18.8% | $4,360-46.8% | $2,552-9.1% |
| Participant deferral / active EE | $3,511 | $4,575-23.3% | $6,153-42.9% | $4,126-14.9% |
| Admin fee / account holder | $6,794 | $9,467-28.2% | $15,194-55.3% | $7,339-7.4% |