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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 | $58,703 | $153,311-61.7% | $109,313-46.3% | $273,972-78.6% |
| Participation rate | 50.0% | 80.1%-30.1pp | 71.3%-21.3pp | 83.0%-33.0pp |
| Annual return | 7.95% | 29.86%-21.9pp | 22.07%-14.1pp | 41.46%-33.5pp |
| Employer contribution / active EE | $2,023 | $5,619-64.0% | $3,892-48.0% | $4,869-58.4% |
| Participant deferral / active EE | $1,274 | $3,932-67.6% | $3,166-59.8% | $5,287-75.9% |
| Admin fee / account holder | $617 | $8,076-92.4% | $5,666-89.1% | $10,133-93.9% |