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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 | $48,877 | $104,098-53.0% | $140,514-65.2% | $94,015-48.0% |
| Participation rate | 59.4% | 73.7%-14.3pp | 77.8%-18.4pp | 70.8%-11.4pp |
| Annual return | 31.65% | 15.14%+16.5pp | 14.36%+17.3pp | 17.84%+13.8pp |
| Employer contribution / active EE | $1,698 | $2,388-28.9% | $3,378-49.7% | $2,790-39.1% |
| Participant deferral / active EE | $2,593 | $4,033-35.7% | $4,919-47.3% | $4,249-39.0% |
| Admin fee / account holder | $6,470 | $10,439-38.0% | $13,697-52.8% | $8,951-27.7% |