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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 | $54,348 | $72,269-24.8% | $101,271-46.3% | $79,852-31.9% |
| Participation rate | 58.6% | 68.5%-9.8pp | 75.8%-17.2pp | 69.6%-11.0pp |
| Annual return | 24.08% | 22.29%+1.8pp | 46.48%-22.4pp | 31.72%-7.6pp |
| Employer contribution / active EE | $1,773 | $2,692-34.1% | $3,660-51.6% | $2,471-28.3% |
| Participant deferral / active EE | $3,263 | $3,282-0.6% | $4,371-25.3% | $3,740-12.8% |
| Admin fee / account holder | $650 | $4,401-85.2% | $5,948-89.1% | $5,306-87.7% |