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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 | $30,498 | $56,894-46.4% | $84,753-64.0% | $62,881-51.5% |
| Participation rate | 64.3% | 68.5%-4.3pp | 76.6%-12.3pp | 69.3%-5.0pp |
| Annual return | 7.27% | 6.30%+1.0pp | 22.78%-15.5pp | 20.14%-12.9pp |
| Employer contribution / active EE | $1,929 | $2,400-19.6% | $3,574-46.0% | $2,281-15.4% |
| Participant deferral / active EE | $3,658 | $2,709+35.0% | $3,712-1.4% | $3,203+14.2% |
| Admin fee / account holder | $4,248 | $3,581+18.6% | $5,333-20.3% | $4,296-1.1% |