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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 | $33,357 | $57,073-41.6% | $85,126-60.8% | $80,925-58.8% |
| Participation rate | 65.4% | 56.4%+9.0pp | 67.5%-2.1pp | 67.7%-2.3pp |
| Annual return | 15.71% | 21.69%-6.0pp | 66.63%-50.9pp | 35.65%-19.9pp |
| Employer contribution / active EE | $2,721 | $1,801+51.1% | $2,731-0.4% | $2,756-1.3% |
| Participant deferral / active EE | $7,143 | $3,113+129.4% | $4,523+57.9% | $4,299+66.2% |
| Admin fee / account holder | $16,448 | $4,988+229.8% | $6,160+167.0% | $6,940+137.0% |