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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 | $41,009 | $55,453-26.0% | $170,435-75.9% | $62,293-34.2% |
| Participation rate | 69.3% | 66.4%+2.9pp | 83.6%-14.3pp | 69.5%-0.2pp |
| Annual return | 16.90% | 21.38%-4.5pp | 205.94%-189.0pp | 28.90%-12.0pp |
| Employer contribution / active EE | $1,526 | $2,164-29.5% | $5,432-71.9% | $2,042-25.3% |
| Participant deferral / active EE | $3,242 | $2,303+40.8% | $4,939-34.4% | $3,169+2.3% |
| Admin fee / account holder | $5,495 | $455+1107.6% | $13,881-60.4% | $479+1046.4% |