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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 | $60,239 | $99,875-39.7% | $146,866-59.0% | $86,983-30.7% |
| Participation rate | 58.3% | 75.8%-17.5pp | 82.5%-24.2pp | 69.5%-11.2pp |
| Annual return | 15.96% | 28.10%-12.1pp | 102.85%-86.9pp | 25.83%-9.9pp |
| Employer contribution / active EE | $1,011 | $3,224-68.6% | $4,425-77.2% | $2,584-60.9% |
| Participant deferral / active EE | $2,944 | $6,322-53.4% | $7,759-62.1% | $4,194-29.8% |
| Admin fee / account holder | $965 | $7,838-87.7% | $13,620-92.9% | $7,856-87.7% |