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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 | $81,358-25.3% | $155,556-60.9% | $80,959-24.9% |
| Participation rate | 59.6% | 66.3%-6.6pp | 78.2%-18.6pp | 67.7%-8.1pp |
| Annual return | 13.68% | 33.39%-19.7pp | 64.84%-51.2pp | 35.67%-22.0pp |
| Employer contribution / active EE | $1,437 | $3,106-53.8% | $4,675-69.3% | $2,757-47.9% |
| Participant deferral / active EE | $3,173 | $3,455-8.2% | $5,631-43.7% | $4,300-26.2% |
| Admin fee / account holder | $610 | $7,994-92.4% | $15,885-96.2% | $6,925-91.2% |