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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 | $79,894-31.1% | $135,792-59.4% | $82,637-33.3% |
| Participation rate | 61.3% | 63.0%-1.7pp | 72.6%-11.3pp | 68.1%-6.8pp |
| Annual return | 16.72% | 17.20%-0.5pp | 25.96%-9.2pp | 53.51%-36.8pp |
| Employer contribution / active EE | $1,582 | $2,165-26.9% | $3,496-54.7% | $2,552-38.0% |
| Participant deferral / active EE | $3,545 | $3,194+11.0% | $4,759-25.5% | $4,126-14.1% |
| Admin fee / account holder | $620 | $6,434-90.4% | $12,266-94.9% | $7,339-91.5% |