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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 | $58,351 | $95,453-38.9% | $112,040-47.9% | $82,448-29.2% |
| Participation rate | 58.5% | 72.8%-14.2pp | 76.5%-18.0pp | 68.1%-9.5pp |
| Annual return | 14.52% | 23.92%-9.4pp | 24.52%-10.0pp | 41.64%-27.1pp |
| Employer contribution / active EE | $1,775 | $2,318-23.4% | $2,954-39.9% | $2,551-30.4% |
| Participant deferral / active EE | $3,492 | $4,224-17.3% | $5,098-31.5% | $4,139-15.6% |
| Admin fee / account holder | $1,997 | $9,013-77.8% | $12,098-83.5% | $7,234-72.4% |