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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 | $45,298 | $56,121-19.3% | $92,985-51.3% | $64,340-29.6% |
| Participation rate | 48.3% | 44.9%+3.3pp | 69.5%-21.2pp | 55.2%-7.0pp |
| Annual return | 19.11% | 19.19%-0.1pp | 27.99%-8.9pp | 24.14%-5.0pp |
| Employer contribution / active EE | $1,505 | $1,351+11.4% | $2,662-43.5% | $1,862-19.2% |
| Participant deferral / active EE | $4,167 | $2,362+76.4% | $4,377-4.8% | $2,980+39.8% |
| Admin fee / account holder | $4,132 | $6,869-39.8% | $9,463-56.3% | $3,703+11.6% |