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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 | $45,559 | $94,031-51.5% | $115,768-60.6% | $82,448-44.7% |
| Participation rate | 64.1% | 70.4%-6.3pp | 74.4%-10.3pp | 68.1%-4.0pp |
| Annual return | 14.83% | 20.61%-5.8pp | 100.46%-85.6pp | 41.64%-26.8pp |
| Employer contribution / active EE | $1,475 | $2,323-36.5% | $2,940-49.8% | $2,551-42.2% |
| Participant deferral / active EE | $1,785 | $3,972-55.1% | $4,917-63.7% | $4,139-56.9% |
| Admin fee / account holder | $10,283 | $10,249+0.3% | $12,439-17.3% | $7,234+42.1% |