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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 | $47,157 | $86,949-45.8% | $102,460-54.0% | $80,959-41.8% |
| Participation rate | 66.7% | 72.4%-5.7pp | 76.5%-9.8pp | 67.7%-1.0pp |
| Annual return | 12.87% | 18.89%-6.0pp | 29.47%-16.6pp | 35.67%-22.8pp |
| Employer contribution / active EE | $1,817 | $2,370-23.3% | $3,025-39.9% | $2,757-34.1% |
| Participant deferral / active EE | $3,801 | $4,121-7.8% | $5,056-24.8% | $4,300-11.6% |
| Admin fee / account holder | $5,642 | $8,048-29.9% | $9,460-40.4% | $6,925-18.5% |