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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 | $50,548 | $107,421-52.9% | $182,262-72.3% | $94,015-46.2% |
| Participation rate | 61.3% | 77.8%-16.5pp | 84.2%-23.0pp | 70.8%-9.6pp |
| Annual return | 15.93% | 21.32%-5.4pp | 140.60%-124.7pp | 17.84%-1.9pp |
| Employer contribution / active EE | $3,047 | $3,448-11.6% | $5,046-39.6% | $2,790+9.2% |
| Participant deferral / active EE | $3,350 | $6,558-48.9% | $8,276-59.5% | $4,249-21.2% |
| Admin fee / account holder | $7,921 | $8,692-8.9% | $16,712-52.6% | $8,951-11.5% |