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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 | $97,550-50.7% | $120,344-60.0% | $87,485-45.0% |
| Participation rate | 67.9% | 72.8%-4.9pp | 76.7%-8.8pp | 68.9%-1.0pp |
| Annual return | 13.72% | 18.41%-4.7pp | 20.30%-6.6pp | 26.06%-12.3pp |
| Employer contribution / active EE | $2,375 | $2,291+3.7% | $3,020-21.4% | $2,596-8.5% |
| Participant deferral / active EE | $3,529 | $4,230-16.6% | $5,135-31.3% | $4,274-17.4% |
| Admin fee / account holder | $25,197 | $9,543+164.1% | $12,742+97.8% | $7,775+224.1% |