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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 | $57,590+5.9% | $86,233-29.3% | $82,448-26.0% |
| Participation rate | 28.0% | 57.9%-29.9pp | 69.0%-41.0pp | 68.1%-40.1pp |
| Annual return | 22.12% | 22.41%-0.3pp | 61.39%-39.3pp | 41.64%-19.5pp |
| Employer contribution / active EE | $1,158 | $1,655-30.0% | $2,504-53.7% | $2,551-54.6% |
| Participant deferral / active EE | $2,404 | $3,080-22.0% | $4,559-47.3% | $4,139-41.9% |
| Admin fee / account holder | $455 | $4,730-90.4% | $8,342-94.5% | $7,234-93.7% |