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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 | $58,627-36.8% | $76,735-51.7% | $82,448-55.1% |
| Participation rate | 69.0% | 63.2%+5.7pp | 69.5%-0.5pp | 68.1%+0.9pp |
| Annual return | 19.33% | 39.10%-19.8pp | 29.77%-10.4pp | 41.64%-22.3pp |
| Employer contribution / active EE | $1,985 | $1,729+14.8% | $2,454-19.1% | $2,551-22.2% |
| Participant deferral / active EE | $6,233 | $3,134+98.9% | $4,088+52.5% | $4,139+50.6% |
| Admin fee / account holder | $3,138 | $5,323-41.0% | $7,189-56.4% | $7,234-56.6% |