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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 | $68,586-35.4% | $120,380-63.2% | $80,911-45.3% |
| Participation rate | 65.6% | 61.6%+4.0pp | 71.9%-6.3pp | 67.6%-2.0pp |
| Annual return | 11.95% | 23.62%-11.7pp | 107.28%-95.3pp | 35.63%-23.7pp |
| Employer contribution / active EE | $2,054 | $2,053+0.1% | $3,465-40.7% | $2,756-25.5% |
| Participant deferral / active EE | $4,472 | $3,174+40.9% | $4,992-10.4% | $4,297+4.1% |
| Admin fee / account holder | $6,640 | $5,733+15.8% | $9,421-29.5% | $6,935-4.2% |