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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 | $104,098-43.9% | $140,514-58.5% | $94,015-37.9% |
| Participation rate | 58.5% | 73.7%-15.2pp | 77.8%-19.3pp | 70.8%-12.3pp |
| Annual return | 14.52% | 15.14%-0.6pp | 14.36%+0.2pp | 17.84%-3.3pp |
| Employer contribution / active EE | $1,775 | $2,388-25.7% | $3,378-47.5% | $2,790-36.4% |
| Participant deferral / active EE | $3,492 | $4,033-13.4% | $4,919-29.0% | $4,249-17.8% |
| Admin fee / account holder | $1,997 | $10,439-80.9% | $13,697-85.4% | $8,951-77.7% |