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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 | $40,042 | $93,617-57.2% | $135,982-70.6% | $75,177-46.7% |
| Participation rate | 69.0% | 75.2%-6.2pp | 81.9%-12.9pp | 67.2%+1.8pp |
| Annual return | 15.67% | 30.89%-15.2pp | 68.32%-52.7pp | 160.75%-145.1pp |
| Employer contribution / active EE | $2,952 | $3,538-16.6% | $4,859-39.2% | $2,671+10.5% |
| Participant deferral / active EE | $5,078 | $6,406-20.7% | $7,760-34.6% | $4,126+23.1% |
| Admin fee / account holder | $13,595 | $6,980+94.8% | $10,767+26.3% | $5,651+140.6% |