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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 | $52,568 | $64,920-19.0% | $103,693-49.3% | $86,983-39.6% |
| Participation rate | 59.4% | 63.6%-4.2pp | 72.6%-13.3pp | 69.5%-10.2pp |
| Annual return | 24.46% | 30.29%-5.8pp | 47.61%-23.1pp | 25.83%-1.4pp |
| Employer contribution / active EE | $1,962 | $2,141-8.4% | $2,920-32.8% | $2,584-24.1% |
| Participant deferral / active EE | $4,029 | $3,241+24.3% | $4,579-12.0% | $4,194-3.9% |
| Admin fee / account holder | $7,398 | $6,191+19.5% | $7,858-5.9% | $7,856-5.8% |