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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 | $64,330 | $76,371-15.8% | $93,621-31.3% | $72,976-11.8% |
| Participation rate | 54.2% | 71.8%-17.6pp | 75.8%-21.7pp | 69.5%-15.3pp |
| Annual return | 21.59% | 25.82%-4.2pp | 32.76%-11.2pp | 81.02%-59.4pp |
| Employer contribution / active EE | $1,023 | $2,276-55.1% | $2,719-62.4% | $2,440-58.1% |
| Participant deferral / active EE | $1,953 | $3,538-44.8% | $4,070-52.0% | $3,608-45.9% |
| Admin fee / account holder | $6,971 | $6,839+1.9% | $7,890-11.7% | $5,124+36.0% |