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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 | $59,682 | $88,707-32.7% | $74,184-19.5% | $273,972-78.2% |
| Participation rate | 62.5% | 79.4%-16.9pp | 76.6%-14.1pp | 83.0%-20.5pp |
| Annual return | 6.97% | 11.94%-5.0pp | 17.74%-10.8pp | 41.46%-34.5pp |
| Employer contribution / active EE | $2,714 | $3,159-14.1% | $2,370+14.5% | $4,869-44.2% |
| Participant deferral / active EE | $5,540 | $4,212+31.5% | $3,550+56.1% | $5,287+4.8% |
| Admin fee / account holder | $3,699 | $8,717-57.6% | $5,586-33.8% | $10,133-63.5% |