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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 | $57,341 | $95,453-39.9% | $112,040-48.8% | $82,448-30.5% |
| Participation rate | 56.7% | 72.8%-16.1pp | 76.5%-19.8pp | 68.1%-11.4pp |
| Annual return | 13.24% | 23.92%-10.7pp | 24.52%-11.3pp | 41.64%-28.4pp |
| Employer contribution / active EE | $1,707 | $2,318-26.3% | $2,954-42.2% | $2,551-33.1% |
| Participant deferral / active EE | $3,502 | $4,224-17.1% | $5,098-31.3% | $4,139-15.4% |
| Admin fee / account holder | $399 | $9,013-95.6% | $12,098-96.7% | $7,234-94.5% |