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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 | $64,564 | $63,949+1.0% | $129,031-50.0% | $94,015-31.3% |
| Participation rate | 33.3% | 63.4%-30.1pp | 73.4%-40.0pp | 70.8%-37.5pp |
| Annual return | 15.50% | 17.56%-2.1pp | 34.67%-19.2pp | 17.84%-2.3pp |
| Employer contribution / active EE | $1,285 | $1,865-31.1% | $3,226-60.2% | $2,790-54.0% |
| Participant deferral / active EE | $2,884 | $3,686-21.8% | $5,217-44.7% | $4,249-32.1% |
| Admin fee / account holder | $8,621 | $5,523+56.1% | $13,208-34.7% | $8,951-3.7% |