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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 | $37,028 | $69,444-46.7% | $92,985-60.2% | $87,485-57.7% |
| Participation rate | 69.0% | 63.3%+5.7pp | 69.5%-0.5pp | 68.9%0pp |
| Annual return | 19.33% | 23.85%-4.5pp | 27.99%-8.7pp | 26.06%-6.7pp |
| Employer contribution / active EE | $1,985 | $1,917+3.5% | $2,662-25.5% | $2,596-23.6% |
| Participant deferral / active EE | $6,233 | $3,364+85.3% | $4,377+42.4% | $4,274+45.9% |
| Admin fee / account holder | $3,138 | $6,137-48.9% | $9,463-66.8% | $7,775-59.6% |