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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 | $37,062 | $64,359-42.4% | $90,161-58.9% | $70,126-47.1% |
| Participation rate | 67.2% | 70.4%-3.3pp | 76.9%-9.7pp | 69.5%-2.4pp |
| Annual return | 24.23% | 28.13%-3.9pp | 34.89%-10.7pp | 73.15%-48.9pp |
| Employer contribution / active EE | $1,835 | $2,046-10.3% | $3,318-44.7% | $2,343-21.7% |
| Participant deferral / active EE | $3,471 | $4,389-20.9% | $5,287-34.4% | $3,332+4.2% |
| Admin fee / account holder | $1,806 | $3,945-54.2% | $5,943-69.6% | $4,645-61.1% |