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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 | $40,763 | $86,940-53.1% | $102,434-60.2% | $80,935-49.6% |
| Participation rate | 65.4% | 72.4%-7.0pp | 76.5%-11.1pp | 67.7%-2.3pp |
| Annual return | 11.62% | 18.89%-7.3pp | 29.46%-17.8pp | 35.66%-24.0pp |
| Employer contribution / active EE | $1,689 | $2,370-28.7% | $3,023-44.1% | $2,757-38.7% |
| Participant deferral / active EE | $2,382 | $4,121-42.2% | $5,055-52.9% | $4,299-44.6% |
| Admin fee / account holder | $457 | $8,047-94.3% | $9,462-95.2% | $6,924-93.4% |