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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 | $62,280 | $145,431-57.2% | $211,142-70.5% | $87,485-28.8% |
| Participation rate | 65.6% | 84.7%-19.1pp | 87.3%-21.7pp | 68.9%-3.3pp |
| Annual return | 18.58% | 27.21%-8.6pp | 46.84%-28.3pp | 26.06%-7.5pp |
| Employer contribution / active EE | $1,684 | $4,662-63.9% | $6,442-73.9% | $2,596-35.1% |
| Participant deferral / active EE | $4,997 | $6,859-27.1% | $9,284-46.2% | $4,274+16.9% |
| Admin fee / account holder | $5,238 | $17,052-69.3% | $19,076-72.5% | $7,775-32.6% |