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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 | $55,078 | $80,855-31.9% | $153,416-64.1% | $86,983-36.7% |
| Participation rate | 61.3% | 64.1%-2.8pp | 74.3%-13.1pp | 69.5%-8.3pp |
| Annual return | 16.72% | 16.18%+0.5pp | 17.84%-1.1pp | 25.83%-9.1pp |
| Employer contribution / active EE | $1,582 | $2,308-31.4% | $3,764-58.0% | $2,584-38.8% |
| Participant deferral / active EE | $3,545 | $3,333+6.4% | $4,723-24.9% | $4,194-15.5% |
| Admin fee / account holder | $620 | $6,908-91.0% | $13,095-95.3% | $7,856-92.1% |