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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 | $35,125 | $76,367-54.0% | $93,614-62.5% | $72,983-51.9% |
| Participation rate | 63.2% | 71.7%-8.6pp | 75.8%-12.7pp | 69.5%-6.3pp |
| Annual return | 19.86% | 25.82%-6.0pp | 32.76%-12.9pp | 81.01%-61.1pp |
| Employer contribution / active EE | $1,735 | $2,275-23.7% | $2,718-36.2% | $2,440-28.9% |
| Participant deferral / active EE | $3,943 | $3,538+11.4% | $4,069-3.1% | $3,608+9.3% |
| Admin fee / account holder | $4,349 | $6,838-36.4% | $7,889-44.9% | $5,124-15.1% |