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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 | $64,669 | $76,834-15.8% | $108,359-40.3% | $87,485-26.1% |
| Participation rate | 53.3% | 61.7%-8.4pp | 70.1%-16.8pp | 68.9%-15.6pp |
| Annual return | 16.68% | 19.09%-2.4pp | 36.89%-20.2pp | 26.06%-9.4pp |
| Employer contribution / active EE | $1,981 | $1,556+27.3% | $2,399-17.4% | $2,596-23.7% |
| Participant deferral / active EE | $4,861 | $3,100+56.8% | $4,137+17.5% | $4,274+13.7% |
| Admin fee / account holder | $5,120 | $6,537-21.7% | $9,741-47.4% | $7,775-34.1% |