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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 | $62,815 | $105,284-40.3% | $150,734-58.3% | $94,015-33.2% |
| Participation rate | 53.3% | 71.7%-18.4pp | 78.4%-25.1pp | 70.8%-17.5pp |
| Annual return | 14.05% | 15.67%-1.6pp | 600.81%-586.8pp | 17.84%-3.8pp |
| Employer contribution / active EE | $1,366 | $3,599-62.0% | $4,918-72.2% | $2,790-51.0% |
| Participant deferral / active EE | $2,093 | $4,274-51.0% | $5,610-62.7% | $4,249-50.7% |
| Admin fee / account holder | $13,146 | $9,839+33.6% | $14,905-11.8% | $8,951+46.9% |