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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 | $37,417 | $54,541-31.4% | $78,778-52.5% | $70,126-46.6% |
| Participation rate | 66.7% | 60.8%+5.9pp | 69.2%-2.5pp | 69.5%-2.9pp |
| Annual return | 16.51% | 21.07%-4.6pp | 35.62%-19.1pp | 73.15%-56.6pp |
| Employer contribution / active EE | $1,294 | $1,089+18.9% | $1,986-34.8% | $2,343-44.7% |
| Participant deferral / active EE | $2,368 | $2,210+7.2% | $2,958-19.9% | $3,332-28.9% |
| Admin fee / account holder | $1,168 | $3,709-68.5% | $5,134-77.3% | $4,645-74.9% |