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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 | $61,987 | $79,867-22.4% | $120,344-48.5% | $64,340-3.7% |
| Participation rate | 52.3% | 63.0%-10.6pp | 76.7%-24.4pp | 55.2%-2.9pp |
| Annual return | 15.03% | 21.10%-6.1pp | 20.30%-5.3pp | 24.14%-9.1pp |
| Employer contribution / active EE | $1,581 | $1,925-17.8% | $3,020-47.6% | $1,862-15.1% |
| Participant deferral / active EE | $2,795 | $3,593-22.2% | $5,135-45.6% | $2,980-6.2% |
| Admin fee / account holder | $3,292 | $5,039-34.7% | $12,742-74.2% | $3,703-11.1% |