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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 | $55,306 | $99,875-44.6% | $146,866-62.3% | $86,983-36.4% |
| Participation rate | 51.9% | 75.8%-24.0pp | 82.5%-30.7pp | 69.5%-17.7pp |
| Annual return | 15.79% | 28.10%-12.3pp | 102.85%-87.1pp | 25.83%-10.0pp |
| Employer contribution / active EE | $2,028 | $3,224-37.1% | $4,425-54.2% | $2,584-21.5% |
| Participant deferral / active EE | $3,544 | $6,322-43.9% | $7,759-54.3% | $4,194-15.5% |
| Admin fee / account holder | $7,497 | $7,838-4.4% | $13,620-45.0% | $7,856-4.6% |