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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 | $45,904 | $43,344+5.9% | $59,899-23.4% | $64,173-28.5% |
| Participation rate | 66.7% | 69.2%-2.5pp | 74.7%-8.0pp | 69.6%-2.9pp |
| Annual return | 13.86% | -1.55%+15.4pp | 3.46%+10.4pp | 7.63%+6.2pp |
| Employer contribution / active EE | $1,990 | $2,030-2.0% | $2,723-26.9% | $2,381-16.4% |
| Participant deferral / active EE | $2,213 | $2,547-13.1% | $3,402-35.0% | $3,470-36.2% |
| Admin fee / account holder | $1,347 | $3,008-55.2% | $3,592-62.5% | $4,887-72.4% |