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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 | $57,222 | $81,487-29.8% | $102,412-44.1% | $80,935-29.3% |
| Participation rate | 65.6% | 66.8%-1.2pp | 74.5%-8.9pp | 67.7%-2.0pp |
| Annual return | 15.87% | 25.60%-9.7pp | 24.94%-9.1pp | 35.66%-19.8pp |
| Employer contribution / active EE | $1,830 | $3,103-41.0% | $3,870-52.7% | $2,757-33.6% |
| Participant deferral / active EE | $3,814 | $3,871-1.5% | $5,060-24.6% | $4,299-11.3% |
| Admin fee / account holder | $3,302 | $6,717-50.8% | $8,388-60.6% | $6,924-52.3% |