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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 | $45,193 | $73,988-38.9% | $96,538-53.2% | $75,177-39.9% |
| Participation rate | 55.0% | 66.4%-11.4pp | 74.3%-19.3pp | 67.2%-12.2pp |
| Annual return | 14.03% | 26.73%-12.7pp | 35.74%-21.7pp | 160.75%-146.7pp |
| Employer contribution / active EE | $2,484 | $2,930-15.2% | $3,740-33.6% | $2,671-7.0% |
| Participant deferral / active EE | $2,323 | $3,660-36.5% | $4,880-52.4% | $4,126-43.7% |
| Admin fee / account holder | $9,964 | $5,220+90.9% | $6,737+47.9% | $5,651+76.3% |