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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 | $95,453-49.6% | $112,040-57.1% | $82,448-41.7% |
| Participation rate | 67.9% | 72.8%-4.8pp | 76.5%-8.6pp | 68.1%-0.1pp |
| Annual return | 13.72% | 23.92%-10.2pp | 24.52%-10.8pp | 41.64%-27.9pp |
| Employer contribution / active EE | $2,375 | $2,318+2.5% | $2,954-19.6% | $2,551-6.9% |
| Participant deferral / active EE | $3,529 | $4,224-16.4% | $5,098-30.8% | $4,139-14.7% |
| Admin fee / account holder | $25,197 | $9,013+179.6% | $12,098+108.3% | $7,234+248.3% |