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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 | $44,507 | $99,635-55.3% | $99,460-55.3% | $198,609-77.6% |
| Participation rate | 66.7% | 81.4%-14.7pp | 78.6%-11.9pp | 82.4%-15.7pp |
| Annual return | 15.23% | 11.15%+4.1pp | 11.98%+3.3pp | 202.70%-187.5pp |
| Employer contribution / active EE | $2,588 | $6,694-61.3% | $6,049-57.2% | $5,055-48.8% |
| Participant deferral / active EE | $4,433 | $6,766-34.5% | $5,995-26.0% | $6,977-36.5% |
| Admin fee / account holder | $8,368 | $22,915-63.5% | $18,725-55.3% | $19,030-56.0% |