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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 | $40,138 | $81,476-50.7% | $102,383-60.8% | $80,925-50.4% |
| Participation rate | 67.4% | 66.8%+0.5pp | 74.5%-7.1pp | 67.7%-0.3pp |
| Annual return | 12.74% | 25.59%-12.9pp | 24.94%-12.2pp | 35.65%-22.9pp |
| Employer contribution / active EE | $1,329 | $3,105-57.2% | $3,870-65.7% | $2,756-51.8% |
| Participant deferral / active EE | $3,041 | $3,871-21.4% | $5,060-39.9% | $4,299-29.3% |
| Admin fee / account holder | $9,509 | $6,717+41.6% | $8,391+13.3% | $6,940+37.0% |