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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 | $42,296 | $56,894-25.7% | $84,751-50.1% | $62,891-32.7% |
| Participation rate | 60.3% | 68.5%-8.2pp | 76.6%-16.3pp | 69.3%-9.0pp |
| Annual return | 5.11% | 6.30%-1.2pp | 22.78%-17.7pp | 20.14%-15.0pp |
| Employer contribution / active EE | $872 | $2,400-63.7% | $3,574-75.6% | $2,281-61.8% |
| Participant deferral / active EE | $2,257 | $2,709-16.7% | $3,712-39.2% | $3,203-29.5% |
| Admin fee / account holder | $696 | $3,581-80.6% | $5,333-87.0% | $4,296-83.8% |