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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 | $33,261 | $95,453-65.2% | $112,040-70.3% | $82,448-59.7% |
| Participation rate | 67.6% | 72.8%-5.2pp | 76.5%-8.9pp | 68.1%-0.5pp |
| Annual return | 19.45% | 23.92%-4.5pp | 24.52%-5.1pp | 41.64%-22.2pp |
| Employer contribution / active EE | $2,362 | $2,318+1.9% | $2,954-20.0% | $2,551-7.4% |
| Participant deferral / active EE | $5,059 | $4,224+19.8% | $5,098-0.8% | $4,139+22.2% |
| Admin fee / account holder | $3,913 | $9,013-56.6% | $12,098-67.7% | $7,234-45.9% |