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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 | $42,856 | $43,496-1.5% | $161,489-73.5% | $64,340-33.4% |
| Participation rate | 55.5% | 53.5%+1.9pp | 78.7%-23.2pp | 55.2%+0.2pp |
| Annual return | 12.42% | 20.76%-8.3pp | 89.72%-77.3pp | 24.14%-11.7pp |
| Employer contribution / active EE | $1,394 | $1,431-2.5% | $4,268-67.3% | $1,862-25.1% |
| Participant deferral / active EE | $870 | $1,996-56.4% | $5,630-84.5% | $2,980-70.8% |
| Admin fee / account holder | $734 | $2,330-68.5% | $16,006-95.4% | $3,703-80.2% |