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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 | $54,467 | $86,050-36.7% | $189,758-71.3% | $94,015-42.1% |
| Participation rate | 55.9% | 68.9%-13.0pp | 79.8%-23.9pp | 70.8%-14.9pp |
| Annual return | 12.21% | 17.77%-5.6pp | 52.62%-40.4pp | 17.84%-5.6pp |
| Employer contribution / active EE | $1,318 | $2,819-53.2% | $4,767-72.3% | $2,790-52.8% |
| Participant deferral / active EE | $3,119 | $3,349-6.9% | $5,856-46.7% | $4,249-26.6% |
| Admin fee / account holder | $824 | $6,627-87.6% | $20,388-96.0% | $8,951-90.8% |