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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 | $52,493 | $64,359-18.4% | $90,161-41.8% | $70,126-25.1% |
| Participation rate | 60.9% | 70.4%-9.6pp | 76.9%-16.0pp | 69.5%-8.7pp |
| Annual return | 15.04% | 28.13%-13.1pp | 34.89%-19.8pp | 73.15%-58.1pp |
| Employer contribution / active EE | $1,735 | $2,046-15.2% | $3,318-47.7% | $2,343-25.9% |
| Participant deferral / active EE | $3,039 | $4,389-30.8% | $5,287-42.5% | $3,332-8.8% |
| Admin fee / account holder | $2,940 | $3,945-25.5% | $5,943-50.5% | $4,645-36.7% |