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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 | $65,688 | $153,311-57.2% | $109,313-39.9% | $273,972-76.0% |
| Participation rate | 44.4% | 80.1%-35.6pp | 71.3%-26.8pp | 83.0%-38.6pp |
| Annual return | 8.19% | 29.86%-21.7pp | 22.07%-13.9pp | 41.46%-33.3pp |
| Employer contribution / active EE | $4,953 | $5,619-11.8% | $3,892+27.3% | $4,869+1.7% |
| Participant deferral / active EE | $0 | $3,932-100.0% | $3,166-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,556 | $8,076-80.7% | $5,666-72.5% | $10,133-84.6% |