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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 | $42,882 | $58,057-26.1% | $97,032-55.8% | $86,983-50.7% |
| Participation rate | 64.8% | 60.4%+4.5pp | 71.6%-6.8pp | 69.5%-4.7pp |
| Annual return | 16.34% | 22.26%-5.9pp | 35.38%-19.0pp | 25.83%-9.5pp |
| Employer contribution / active EE | $1,623 | $1,663-2.4% | $2,629-38.3% | $2,584-37.2% |
| Participant deferral / active EE | $2,400 | $3,244-26.0% | $4,672-48.6% | $4,194-42.8% |
| Admin fee / account holder | $6,028 | $4,839+24.6% | $9,418-36.0% | $7,856-23.3% |