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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 | $62,912 | $153,311-59.0% | $109,313-42.4% | $273,972-77.0% |
| Participation rate | 68.4% | 80.1%-11.7pp | 71.3%-2.8pp | 83.0%-14.6pp |
| Annual return | 5.95% | 29.86%-23.9pp | 22.07%-16.1pp | 41.46%-35.5pp |
| Employer contribution / active EE | $2,280 | $5,619-59.4% | $3,892-41.4% | $4,869-53.2% |
| Participant deferral / active EE | $4,896 | $3,932+24.5% | $3,166+54.6% | $5,287-7.4% |
| Admin fee / account holder | $1,630 | $8,076-79.8% | $5,666-71.2% | $10,133-83.9% |