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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 | $40,393 | $87,180-53.7% | $173,703-76.7% | $94,015-57.0% |
| Participation rate | 68.2% | 65.6%+2.6pp | 75.9%-7.7pp | 70.8%-2.6pp |
| Annual return | 17.84% | 14.17%+3.7pp | 17.46%+0.4pp | 17.84%0pp |
| Employer contribution / active EE | $1,119 | $2,494-55.1% | $4,288-73.9% | $2,790-59.9% |
| Participant deferral / active EE | $3,041 | $3,343-9.0% | $4,854-37.3% | $4,249-28.4% |
| Admin fee / account holder | $2,616 | $7,506-65.1% | $15,562-83.2% | $8,951-70.8% |