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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 | $41,883 | $86,050-51.3% | $189,758-77.9% | $94,015-55.5% |
| Participation rate | 50.9% | 68.9%-18.0pp | 79.8%-28.9pp | 70.8%-19.9pp |
| Annual return | 14.93% | 17.77%-2.8pp | 52.62%-37.7pp | 17.84%-2.9pp |
| Employer contribution / active EE | $3,498 | $2,819+24.1% | $4,767-26.6% | $2,790+25.4% |
| Participant deferral / active EE | $2,070 | $3,349-38.2% | $5,856-64.7% | $4,249-51.3% |
| Admin fee / account holder | $3,726 | $6,627-43.8% | $20,388-81.7% | $8,951-58.4% |