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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 | $49,804 | $81,331-38.8% | $155,534-68.0% | $80,935-38.5% |
| Participation rate | 65.9% | 66.3%-0.3pp | 78.2%-12.3pp | 67.7%-1.8pp |
| Annual return | 12.67% | 33.37%-20.7pp | 64.92%-52.2pp | 35.66%-23.0pp |
| Employer contribution / active EE | $2,182 | $3,105-29.7% | $4,675-53.3% | $2,757-20.8% |
| Participant deferral / active EE | $1,705 | $3,454-50.6% | $5,630-69.7% | $4,299-60.4% |
| Admin fee / account holder | $2,694 | $7,999-66.3% | $15,900-83.1% | $6,924-61.1% |