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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 | $61,993 | $78,690-21.2% | $161,489-61.6% | $87,485-29.1% |
| Participation rate | 56.8% | 67.5%-10.7pp | 78.7%-21.9pp | 68.9%-12.2pp |
| Annual return | 17.03% | 32.74%-15.7pp | 89.72%-72.7pp | 26.06%-9.0pp |
| Employer contribution / active EE | $2,127 | $2,588-17.8% | $4,268-50.2% | $2,596-18.1% |
| Participant deferral / active EE | $3,061 | $3,311-7.5% | $5,630-45.6% | $4,274-28.4% |
| Admin fee / account holder | $8,007 | $6,724+19.1% | $16,006-50.0% | $7,775+3.0% |