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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 | $60,775 | $81,276-25.2% | $155,574-60.9% | $80,925-24.9% |
| Participation rate | 59.6% | 66.2%-6.6pp | 78.2%-18.6pp | 67.7%-8.0pp |
| Annual return | 13.68% | 33.36%-19.7pp | 64.87%-51.2pp | 35.65%-22.0pp |
| Employer contribution / active EE | $1,437 | $3,103-53.7% | $4,676-69.3% | $2,756-47.9% |
| Participant deferral / active EE | $3,173 | $3,453-8.1% | $5,629-43.6% | $4,299-26.2% |
| Admin fee / account holder | $610 | $7,993-92.4% | $15,914-96.2% | $6,940-91.2% |