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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 | $54,176 | $60,349-10.2% | $74,184-27.0% | $62,881-13.8% |
| Participation rate | 54.7% | 72.7%-18.0pp | 76.6%-21.9pp | 69.3%-14.6pp |
| Annual return | 5.88% | 21.38%-15.5pp | 17.74%-11.9pp | 20.14%-14.3pp |
| Employer contribution / active EE | $1,237 | $1,680-26.4% | $2,370-47.8% | $2,281-45.8% |
| Participant deferral / active EE | $2,501 | $2,856-12.4% | $3,550-29.5% | $3,203-21.9% |
| Admin fee / account holder | $5,249 | $4,261+23.2% | $5,586-6.0% | $4,296+22.2% |