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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 | $56,901 | $76,551-25.7% | $123,894-54.1% | $62,881-9.5% |
| Participation rate | 61.4% | 73.0%-11.5pp | 81.4%-20.0pp | 69.3%-7.9pp |
| Annual return | 7.30% | 18.68%-11.4pp | 47.52%-40.2pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,676 | $2,882-41.9% | $4,617-63.7% | $2,281-26.5% |
| Participant deferral / active EE | $2,101 | $4,840-56.6% | $5,984-64.9% | $3,203-34.4% |
| Admin fee / account holder | $626 | $4,826-87.0% | $8,357-92.5% | $4,296-85.4% |