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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 | $54,276 | $93,598-42.0% | $135,974-60.1% | $75,173-27.8% |
| Participation rate | 60.5% | 75.2%-14.7pp | 81.9%-21.4pp | 67.2%-6.7pp |
| Annual return | 18.10% | 30.89%-12.8pp | 68.30%-50.2pp | 160.72%-142.6pp |
| Employer contribution / active EE | $2,059 | $3,538-41.8% | $4,859-57.6% | $2,671-22.9% |
| Participant deferral / active EE | $4,375 | $6,405-31.7% | $7,760-43.6% | $4,126+6.0% |
| Admin fee / account holder | $5,686 | $6,978-18.5% | $10,767-47.2% | $5,651+0.6% |