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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 | $52,152 | $86,949-40.0% | $102,460-49.1% | $80,959-35.6% |
| Participation rate | 52.0% | 72.4%-20.4pp | 76.5%-24.5pp | 67.7%-15.7pp |
| Annual return | 15.58% | 18.89%-3.3pp | 29.47%-13.9pp | 35.67%-20.1pp |
| Employer contribution / active EE | $2,107 | $2,370-11.1% | $3,025-30.4% | $2,757-23.6% |
| Participant deferral / active EE | $3,233 | $4,121-21.5% | $5,056-36.1% | $4,300-24.8% |
| Admin fee / account holder | $1,060 | $8,048-86.8% | $9,460-88.8% | $6,925-84.7% |