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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 | $59,573 | $107,809-44.7% | $97,032-38.6% | $155,188-61.6% |
| Participation rate | 60.0% | 75.5%-15.5pp | 71.6%-11.6pp | 80.8%-20.8pp |
| Annual return | 13.86% | 38.06%-24.2pp | 35.38%-21.5pp | 148.84%-135.0pp |
| Employer contribution / active EE | $1,744 | $2,911-40.1% | $2,629-33.7% | $4,248-58.9% |
| Participant deferral / active EE | $3,211 | $5,129-37.4% | $4,672-31.3% | $6,531-50.8% |
| Admin fee / account holder | $1,304 | $10,717-87.8% | $9,418-86.2% | $14,480-91.0% |