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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 | $44,256 | $49,025-9.7% | $87,502-49.4% | $62,881-29.6% |
| Participation rate | 56.6% | 64.9%-8.3pp | 73.8%-17.2pp | 69.3%-12.7pp |
| Annual return | 6.69% | 10.02%-3.3pp | 12.21%-5.5pp | 20.14%-13.5pp |
| Employer contribution / active EE | $997 | $1,372-27.3% | $2,550-60.9% | $2,281-56.3% |
| Participant deferral / active EE | $1,351 | $2,289-41.0% | $3,149-57.1% | $3,203-57.8% |
| Admin fee / account holder | $1,712 | $4,065-57.9% | $4,221-59.4% | $4,296-60.1% |