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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 | $45,010 | $91,424-50.8% | $135,942-66.9% | $71,495-37.0% |
| Participation rate | 64.7% | 75.7%-10.9pp | 81.9%-17.2pp | 67.9%-3.2pp |
| Annual return | 19.86% | 29.90%-10.0pp | 68.28%-48.4pp | 28.85%-9.0pp |
| Employer contribution / active EE | $3,050 | $3,704-17.7% | $4,858-37.2% | $2,589+17.8% |
| Participant deferral / active EE | $6,258 | $7,092-11.8% | $7,759-19.3% | $4,291+45.8% |
| Admin fee / account holder | $9,616 | $1,266+659.5% | $10,764-10.7% | $1,588+505.7% |