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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 | $50,304 | $81,331-38.1% | $155,534-67.7% | $80,935-37.8% |
| Participation rate | 66.0% | 66.3%-0.3pp | 78.2%-12.2pp | 67.7%-1.7pp |
| Annual return | 12.66% | 33.37%-20.7pp | 64.92%-52.3pp | 35.66%-23.0pp |
| Employer contribution / active EE | $1,004 | $3,105-67.7% | $4,675-78.5% | $2,757-63.6% |
| Participant deferral / active EE | $2,239 | $3,454-35.2% | $5,630-60.2% | $4,299-47.9% |
| Admin fee / account holder | $2,007 | $7,999-74.9% | $15,900-87.4% | $6,924-71.0% |