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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 | $50,280 | $100,194-49.8% | $122,979-59.1% | $86,983-42.2% |
| Participation rate | 34.4% | 73.0%-38.6pp | 77.2%-42.8pp | 69.5%-35.2pp |
| Annual return | 21.73% | 16.47%+5.3pp | 20.12%+1.6pp | 25.83%-4.1pp |
| Employer contribution / active EE | $1,770 | $2,326-23.9% | $3,062-42.2% | $2,584-31.5% |
| Participant deferral / active EE | $2,363 | $4,133-42.8% | $5,003-52.8% | $4,194-43.7% |
| Admin fee / account holder | $355 | $10,148-96.5% | $12,864-97.2% | $7,856-95.5% |