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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 | $41,813 | $48,078-13.0% | $78,676-46.9% | $62,881-33.5% |
| Participation rate | 57.4% | 65.2%-7.8pp | 73.6%-16.2pp | 69.3%-11.9pp |
| Annual return | 17.18% | 31.36%-14.2pp | 62.19%-45.0pp | 20.14%-3.0pp |
| Employer contribution / active EE | $2,282 | $2,015+13.3% | $2,850-19.9% | $2,2810% |
| Participant deferral / active EE | $2,293 | $2,587-11.4% | $3,517-34.8% | $3,203-28.4% |
| Admin fee / account holder | $1,791 | $3,206-44.1% | $4,510-60.3% | $4,296-58.3% |