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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 | $51,959 | $99,345-47.7% | $84,753-38.7% | $273,972-81.0% |
| Participation rate | 66.7% | 80.7%-14.0pp | 76.6%-9.9pp | 83.0%-16.3pp |
| Annual return | 5.03% | 22.93%-17.9pp | 22.78%-17.8pp | 41.46%-36.4pp |
| Employer contribution / active EE | $3,198 | $4,214-24.1% | $3,574-10.5% | $4,869-34.3% |
| Participant deferral / active EE | $8,753 | $4,270+105.0% | $3,712+135.8% | $5,287+65.5% |
| Admin fee / account holder | $704 | $6,645-89.4% | $5,333-86.8% | $10,133-93.1% |