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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 | $49,915 | $86,050-42.0% | $189,758-73.7% | $94,015-46.9% |
| Participation rate | 56.5% | 68.9%-12.4pp | 79.8%-23.3pp | 70.8%-14.4pp |
| Annual return | 10.97% | 17.77%-6.8pp | 52.62%-41.7pp | 17.84%-6.9pp |
| Employer contribution / active EE | $2,370 | $2,819-15.9% | $4,767-50.3% | $2,790-15.1% |
| Participant deferral / active EE | $4,378 | $3,349+30.7% | $5,856-25.2% | $4,249+3.0% |
| Admin fee / account holder | $1,089 | $6,627-83.6% | $20,388-94.7% | $8,951-87.8% |