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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 | $55,548 | $82,523-32.7% | $115,752-52.0% | $70,131-20.8% |
| Participation rate | 57.3% | 74.0%-16.7pp | 77.8%-20.4pp | 69.5%-12.2pp |
| Annual return | 13.96% | 28.22%-14.3pp | 19.41%-5.5pp | 73.14%-59.2pp |
| Employer contribution / active EE | $842 | $2,758-69.5% | $3,492-75.9% | $2,342-64.1% |
| Participant deferral / active EE | $2,173 | $4,062-46.5% | $5,204-58.2% | $3,332-34.8% |
| Admin fee / account holder | $4,763 | $4,552+4.7% | $6,278-24.1% | $4,645+2.5% |