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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 | $59,933 | $81,504-26.5% | $102,437-41.5% | $80,959-26.0% |
| Participation rate | 56.3% | 66.9%-10.6pp | 74.5%-18.3pp | 67.7%-11.4pp |
| Annual return | 11.63% | 25.60%-14.0pp | 24.95%-13.3pp | 35.67%-24.0pp |
| Employer contribution / active EE | $2,065 | $3,104-33.5% | $3,871-46.7% | $2,757-25.1% |
| Participant deferral / active EE | $4,691 | $3,871+21.2% | $5,060-7.3% | $4,300+9.1% |
| Admin fee / account holder | $3,119 | $6,719-53.6% | $8,388-62.8% | $6,925-55.0% |