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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 | $44,714 | $63,365-29.4% | $91,994-51.4% | $72,975-38.7% |
| Participation rate | 67.9% | 72.5%-4.7pp | 78.6%-10.8pp | 69.5%-1.6pp |
| Annual return | 20.95% | 35.35%-14.4pp | 69.04%-48.1pp | 81.01%-60.1pp |
| Employer contribution / active EE | $3,051 | $2,116+44.2% | $3,453-11.6% | $2,440+25.1% |
| Participant deferral / active EE | $5,038 | $4,883+3.2% | $5,924-15.0% | $3,608+39.6% |
| Admin fee / account holder | $314 | $4,670-93.3% | $7,744-95.9% | $5,124-93.9% |