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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 | $106,864-43.6% | $147,318-59.1% | $82,637-27.1% |
| Participation rate | 58.3% | 75.5%-17.2pp | 82.1%-23.7pp | 68.1%-9.7pp |
| Annual return | 15.96% | 27.49%-11.5pp | 70.43%-54.5pp | 53.51%-37.6pp |
| Employer contribution / active EE | $1,011 | $3,417-70.4% | $4,593-78.0% | $2,552-60.4% |
| Participant deferral / active EE | $2,944 | $6,496-54.7% | $7,906-62.8% | $4,126-28.7% |
| Admin fee / account holder | $965 | $8,415-88.5% | $13,708-93.0% | $7,339-86.9% |