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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 | $49,300 | $67,602-27.1% | $82,312-40.1% | $70,126-29.7% |
| Participation rate | 69.6% | 72.8%-3.2pp | 76.9%-7.3pp | 69.5%0pp |
| Annual return | 12.76% | 21.57%-8.8pp | 25.88%-13.1pp | 73.15%-60.4pp |
| Employer contribution / active EE | $3,442 | $1,755+96.1% | $2,428+41.7% | $2,343+46.9% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,475 | $4,512-23.0% | $5,608-38.0% | $4,645-25.2% |