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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 | $52,840 | $80,992-34.8% | $96,534-45.3% | $75,173-29.7% |
| Participation rate | 61.8% | 71.8%-10.0pp | 76.0%-14.2pp | 67.2%-5.4pp |
| Annual return | 17.09% | 27.05%-10.0pp | 25.88%-8.8pp | 160.72%-143.6pp |
| Employer contribution / active EE | $2,518 | $2,283+10.3% | $2,965-15.1% | $2,671-5.7% |
| Participant deferral / active EE | $4,916 | $3,929+25.1% | $4,851+1.3% | $4,126+19.1% |
| Admin fee / account holder | $2,271 | $6,717-66.2% | $8,253-72.5% | $5,651-59.8% |