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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 | $55,184 | $72,486-23.9% | $87,103-36.6% | $72,976-24.4% |
| Participation rate | 51.5% | 72.8%-21.3pp | 76.9%-25.4pp | 69.5%-18.0pp |
| Annual return | 22.43% | 24.46%-2.0pp | 28.19%-5.8pp | 81.02%-58.6pp |
| Employer contribution / active EE | $1,513 | $1,894-20.1% | $2,521-40.0% | $2,440-38.0% |
| Participant deferral / active EE | $3,013 | $3,270-7.8% | $4,049-25.6% | $3,608-16.5% |
| Admin fee / account holder | $7,938 | $5,055+57.0% | $7,491+6.0% | $5,124+54.9% |