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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 | $48,091 | $104,098-53.8% | $140,514-65.8% | $94,015-48.8% |
| Participation rate | 67.9% | 73.7%-5.8pp | 77.8%-9.9pp | 70.8%-2.9pp |
| Annual return | 13.72% | 15.14%-1.4pp | 14.36%-0.6pp | 17.84%-4.1pp |
| Employer contribution / active EE | $2,375 | $2,388-0.6% | $3,378-29.7% | $2,790-14.9% |
| Participant deferral / active EE | $3,529 | $4,033-12.5% | $4,919-28.2% | $4,249-16.9% |
| Admin fee / account holder | $25,197 | $10,439+141.4% | $13,697+84.0% | $8,951+181.5% |