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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 | $50,961 | $95,453-46.6% | $112,040-54.5% | $82,448-38.2% |
| Participation rate | 57.7% | 72.8%-15.1pp | 76.5%-18.8pp | 68.1%-10.4pp |
| Annual return | 17.73% | 23.92%-6.2pp | 24.52%-6.8pp | 41.64%-23.9pp |
| Employer contribution / active EE | $1,805 | $2,318-22.1% | $2,954-38.9% | $2,551-29.2% |
| Participant deferral / active EE | $2,116 | $4,224-49.9% | $5,098-58.5% | $4,139-48.9% |
| Admin fee / account holder | $3,564 | $9,013-60.5% | $12,098-70.5% | $7,234-50.7% |