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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 | $100,194-52.0% | $122,979-60.9% | $86,983-44.7% |
| Participation rate | 67.9% | 73.0%-5.0pp | 77.2%-9.3pp | 69.5%-1.6pp |
| Annual return | 13.72% | 16.47%-2.8pp | 20.12%-6.4pp | 25.83%-12.1pp |
| Employer contribution / active EE | $2,375 | $2,326+2.1% | $3,062-22.5% | $2,584-8.1% |
| Participant deferral / active EE | $3,529 | $4,133-14.6% | $5,003-29.5% | $4,194-15.8% |
| Admin fee / account holder | $25,197 | $10,148+148.3% | $12,864+95.9% | $7,856+220.7% |