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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 | $57,242 | $86,050-33.5% | $189,758-69.8% | $94,015-39.1% |
| Participation rate | 67.4% | 68.9%-1.5pp | 79.8%-12.4pp | 70.8%-3.4pp |
| Annual return | 11.94% | 17.77%-5.8pp | 52.62%-40.7pp | 17.84%-5.9pp |
| Employer contribution / active EE | $2,633 | $2,819-6.6% | $4,767-44.8% | $2,790-5.6% |
| Participant deferral / active EE | $2,840 | $3,349-15.2% | $5,856-51.5% | $4,249-33.2% |
| Admin fee / account holder | $392 | $6,627-94.1% | $20,388-98.1% | $8,951-95.6% |