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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 | $81,403-50.4% | $147,027-72.5% | $87,485-53.8% |
| Participation rate | 68.2% | 63.4%+4.7pp | 73.7%-5.6pp | 68.9%-0.7pp |
| Annual return | 17.84% | 16.51%+1.3pp | 20.23%-2.4pp | 26.06%-8.2pp |
| Employer contribution / active EE | $1,119 | $2,205-49.3% | $3,626-69.1% | $2,596-56.9% |
| Participant deferral / active EE | $3,041 | $3,315-8.3% | $4,933-38.4% | $4,274-28.8% |
| Admin fee / account holder | $2,616 | $6,755-61.3% | $12,223-78.6% | $7,775-66.4% |