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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 | $68,852-35.7% | $120,524-63.3% | $80,925-45.3% |
| Participation rate | 65.6% | 61.6%+4.0pp | 71.9%-6.3pp | 67.7%-2.0pp |
| Annual return | 11.95% | 23.67%-11.7pp | 107.36%-95.4pp | 35.65%-23.7pp |
| Employer contribution / active EE | $2,054 | $2,063-0.5% | $3,469-40.8% | $2,756-25.5% |
| Participant deferral / active EE | $4,472 | $3,187+40.4% | $4,994-10.4% | $4,299+4.0% |
| Admin fee / account holder | $6,640 | $5,781+14.9% | $9,440-29.7% | $6,940-4.3% |