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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 | $47,592 | $56,894-16.3% | $84,753-43.8% | $62,881-24.3% |
| Participation rate | 61.3% | 68.5%-7.2pp | 76.6%-15.3pp | 69.3%-8.0pp |
| Annual return | 5.22% | 6.30%-1.1pp | 22.78%-17.6pp | 20.14%-14.9pp |
| Employer contribution / active EE | $2,482 | $2,400+3.4% | $3,574-30.6% | $2,281+8.8% |
| Participant deferral / active EE | $1,107 | $2,709-59.1% | $3,712-70.2% | $3,203-65.4% |
| Admin fee / account holder | $5,889 | $3,581+64.5% | $5,333+10.4% | $4,296+37.1% |