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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 | $61,101 | $77,896-21.6% | $134,172-54.5% | $82,448-25.9% |
| Participation rate | 42.2% | 62.8%-20.6pp | 72.5%-30.3pp | 68.1%-25.9pp |
| Annual return | 15.42% | 18.21%-2.8pp | 25.30%-9.9pp | 41.64%-26.2pp |
| Employer contribution / active EE | $1,122 | $2,159-48.1% | $3,420-67.2% | $2,551-56.0% |
| Participant deferral / active EE | $1,333 | $3,162-57.8% | $4,690-71.6% | $4,139-67.8% |
| Admin fee / account holder | $1,131 | $6,336-82.2% | $12,016-90.6% | $7,234-84.4% |