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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 | $61,028 | $67,602-9.7% | $82,312-25.9% | $70,126-13.0% |
| Participation rate | 52.5% | 72.8%-20.3pp | 76.9%-24.4pp | 69.5%-17.1pp |
| Annual return | 15.23% | 21.57%-6.3pp | 25.88%-10.7pp | 73.15%-57.9pp |
| Employer contribution / active EE | $1,284 | $1,755-26.8% | $2,428-47.1% | $2,343-45.2% |
| Participant deferral / active EE | $2,586 | $2,987-13.4% | $3,706-30.2% | $3,332-22.4% |
| Admin fee / account holder | $2,784 | $4,512-38.3% | $5,608-50.3% | $4,645-40.1% |