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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 | $50,054 | $67,602-26.0% | $82,312-39.2% | $70,126-28.6% |
| Participation rate | 63.0% | 72.8%-9.8pp | 76.9%-13.9pp | 69.5%-6.6pp |
| Annual return | 19.31% | 21.57%-2.3pp | 25.88%-6.6pp | 73.15%-53.8pp |
| Employer contribution / active EE | $1,330 | $1,755-24.2% | $2,428-45.2% | $2,343-43.2% |
| Participant deferral / active EE | $2,884 | $2,987-3.4% | $3,706-22.2% | $3,332-13.4% |
| Admin fee / account holder | $1,583 | $4,512-64.9% | $5,608-71.8% | $4,645-65.9% |