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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 | $53,153 | $72,486-26.7% | $87,103-39.0% | $72,976-27.2% |
| Participation rate | 65.0% | 72.8%-7.8pp | 76.9%-11.9pp | 69.5%-4.5pp |
| Annual return | 23.89% | 24.46%-0.6pp | 28.19%-4.3pp | 81.02%-57.1pp |
| Employer contribution / active EE | $2,272 | $1,894+19.9% | $2,521-9.9% | $2,440-6.9% |
| Participant deferral / active EE | $3,522 | $3,270+7.7% | $4,049-13.0% | $3,608-2.4% |
| Admin fee / account holder | $686 | $5,055-86.4% | $7,491-90.8% | $5,124-86.6% |