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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 | $57,036 | $101,798-44.0% | $165,071-65.4% | $80,935-29.5% |
| Participation rate | 64.4% | 71.8%-7.4pp | 78.6%-14.2pp | 67.7%-3.2pp |
| Annual return | 12.88% | 16.73%-3.8pp | 70.17%-57.3pp | 35.66%-22.8pp |
| Employer contribution / active EE | $1,895 | $2,954-35.9% | $4,347-56.4% | $2,757-31.3% |
| Participant deferral / active EE | $3,245 | $4,476-27.5% | $6,035-46.2% | $4,299-24.5% |
| Admin fee / account holder | $2,038 | $8,221-75.2% | $12,695-83.9% | $6,924-70.6% |