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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 | $72,068 | $81,504-11.6% | $102,437-29.6% | $80,959-11.0% |
| Participation rate | 49.0% | 66.9%-17.9pp | 74.5%-25.5pp | 67.7%-18.7pp |
| Annual return | 12.44% | 25.60%-13.2pp | 24.95%-12.5pp | 35.67%-23.2pp |
| Employer contribution / active EE | $2,549 | $3,104-17.9% | $3,871-34.1% | $2,757-7.5% |
| Participant deferral / active EE | $5,655 | $3,871+46.1% | $5,060+11.8% | $4,300+31.5% |
| Admin fee / account holder | $3,902 | $6,719-41.9% | $8,388-53.5% | $6,925-43.7% |