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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 | $60,814 | $81,476-25.4% | $102,383-40.6% | $80,925-24.9% |
| Participation rate | 48.5% | 66.8%-18.4pp | 74.5%-26.0pp | 67.7%-19.2pp |
| Annual return | 14.56% | 25.59%-11.0pp | 24.94%-10.4pp | 35.65%-21.1pp |
| Employer contribution / active EE | $1,115 | $3,105-64.1% | $3,870-71.2% | $2,756-59.6% |
| Participant deferral / active EE | $1,835 | $3,871-52.6% | $5,060-63.7% | $4,299-57.3% |
| Admin fee / account holder | $420 | $6,717-93.8% | $8,391-95.0% | $6,940-94.0% |