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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 | $58,645 | $102,245-42.6% | $89,340-34.4% | $137,256-57.3% |
| Participation rate | 40.0% | 74.9%-34.9pp | 69.6%-29.6pp | 80.0%-40.0pp |
| Annual return | 13.53% | 21.89%-8.4pp | 20.57%-7.0pp | 220.34%-206.8pp |
| Employer contribution / active EE | $1,042 | $2,529-58.8% | $2,231-53.3% | $4,156-74.9% |
| Participant deferral / active EE | $6,619 | $4,436+49.2% | $3,823+73.1% | $6,407+3.3% |
| Admin fee / account holder | $464 | $8,085-94.3% | $6,704-93.1% | $12,270-96.2% |