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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 | $61,386 | $86,949-29.4% | $102,460-40.1% | $80,959-24.2% |
| Participation rate | 60.0% | 72.4%-12.4pp | 76.5%-16.5pp | 67.7%-7.7pp |
| Annual return | 10.41% | 18.89%-8.5pp | 29.47%-19.1pp | 35.67%-25.3pp |
| Employer contribution / active EE | $1,246 | $2,370-47.4% | $3,025-58.8% | $2,757-54.8% |
| Participant deferral / active EE | $2,248 | $4,121-45.4% | $5,056-55.5% | $4,300-47.7% |
| Admin fee / account holder | $12,700 | $8,048+57.8% | $9,460+34.2% | $6,925+83.4% |