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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 | $54,478 | $86,940-37.3% | $102,434-46.8% | $80,935-32.7% |
| Participation rate | 52.8% | 72.4%-19.6pp | 76.5%-23.7pp | 67.7%-14.9pp |
| Annual return | 14.12% | 18.89%-4.8pp | 29.46%-15.3pp | 35.66%-21.5pp |
| Employer contribution / active EE | $1,605 | $2,370-32.3% | $3,023-46.9% | $2,757-41.8% |
| Participant deferral / active EE | $5,938 | $4,121+44.1% | $5,055+17.5% | $4,299+38.1% |
| Admin fee / account holder | $3,023 | $8,047-62.4% | $9,462-68.1% | $6,924-56.3% |