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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 | $44,013 | $72,269-39.1% | $101,271-56.5% | $79,852-44.9% |
| Participation rate | 62.5% | 68.5%-6.0pp | 75.8%-13.3pp | 69.6%-7.1pp |
| Annual return | 18.09% | 22.29%-4.2pp | 46.48%-28.4pp | 31.72%-13.6pp |
| Employer contribution / active EE | $2,615 | $2,692-2.8% | $3,660-28.5% | $2,471+5.8% |
| Participant deferral / active EE | $4,388 | $3,282+33.7% | $4,371+0.4% | $3,740+17.3% |
| Admin fee / account holder | $2,054 | $4,401-53.3% | $5,948-65.5% | $5,306-61.3% |