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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 | $44,103 | $49,239-10.4% | $70,462-37.4% | $79,858-44.8% |
| Participation rate | 65.6% | 69.2%-3.5pp | 75.1%-9.4pp | 69.6%-4.0pp |
| Annual return | 8.24% | 30.08%-21.8pp | 109.08%-100.8pp | 31.72%-23.5pp |
| Employer contribution / active EE | $1,355 | $2,100-35.5% | $2,737-50.5% | $2,471-45.2% |
| Participant deferral / active EE | $2,697 | $2,769-2.6% | $3,710-27.3% | $3,740-27.9% |
| Admin fee / account holder | $547 | $2,876-81.0% | $3,845-85.8% | $5,306-89.7% |