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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 | $61,678 | $105,623-41.6% | $87,502-29.5% | $273,972-77.5% |
| Participation rate | 50.0% | 78.2%-28.2pp | 73.8%-23.8pp | 83.0%-33.0pp |
| Annual return | 7.23% | 12.26%-5.0pp | 12.21%-5.0pp | 41.46%-34.2pp |
| Employer contribution / active EE | $1,361 | $3,141-56.7% | $2,550-46.6% | $4,869-72.0% |
| Participant deferral / active EE | $6,211 | $3,601+72.5% | $3,149+97.2% | $5,287+17.5% |
| Admin fee / account holder | $633 | $4,781-86.8% | $4,221-85.0% | $10,133-93.8% |