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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 | $44,276 | $68,880-35.7% | $120,580-63.3% | $80,959-45.3% |
| Participation rate | 65.6% | 61.7%+3.9pp | 72.0%-6.3pp | 67.7%-2.0pp |
| Annual return | 11.95% | 23.68%-11.7pp | 107.48%-95.5pp | 35.67%-23.7pp |
| Employer contribution / active EE | $2,054 | $2,066-0.6% | $3,469-40.8% | $2,757-25.5% |
| Participant deferral / active EE | $4,472 | $3,191+40.2% | $4,995-10.5% | $4,300+4.0% |
| Admin fee / account holder | $6,640 | $5,785+14.8% | $9,418-29.5% | $6,925-4.1% |