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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 | $62,413 | $81,276-23.2% | $155,574-59.9% | $80,925-22.9% |
| Participation rate | 62.1% | 66.2%-4.2pp | 78.2%-16.1pp | 67.7%-5.6pp |
| Annual return | 19.43% | 33.36%-13.9pp | 64.87%-45.4pp | 35.65%-16.2pp |
| Employer contribution / active EE | $1,467 | $3,103-52.7% | $4,676-68.6% | $2,756-46.8% |
| Participant deferral / active EE | $2,543 | $3,453-26.4% | $5,629-54.8% | $4,299-40.8% |
| Admin fee / account holder | $5,706 | $7,993-28.6% | $15,914-64.1% | $6,940-17.8% |