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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 | $56,787 | $67,602-16.0% | $82,312-31.0% | $70,126-19.0% |
| Participation rate | 51.2% | 72.8%-21.6pp | 76.9%-25.7pp | 69.5%-18.4pp |
| Annual return | 18.15% | 21.57%-3.4pp | 25.88%-7.7pp | 73.15%-55.0pp |
| Employer contribution / active EE | $1,401 | $1,755-20.1% | $2,428-42.3% | $2,343-40.2% |
| Participant deferral / active EE | $2,724 | $2,987-8.8% | $3,706-26.5% | $3,332-18.2% |
| Admin fee / account holder | $539 | $4,512-88.1% | $5,608-90.4% | $4,645-88.4% |