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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 | $45,152 | $67,606-33.2% | $82,313-45.1% | $70,124-35.6% |
| Participation rate | 60.0% | 72.8%-12.8pp | 76.9%-16.9pp | 69.5%-9.5pp |
| Annual return | 19.81% | 21.57%-1.8pp | 25.88%-6.1pp | 73.14%-53.3pp |
| Employer contribution / active EE | $1,321 | $1,755-24.7% | $2,428-45.6% | $2,342-43.6% |
| Participant deferral / active EE | $1,598 | $2,987-46.5% | $3,706-56.9% | $3,332-52.0% |
| Admin fee / account holder | $3,742 | $4,512-17.1% | $5,608-33.3% | $4,645-19.5% |