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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 | $50,075 | $72,027-30.5% | $185,835-73.1% | $79,852-37.3% |
| Participation rate | 69.4% | 65.8%+3.7pp | 78.0%-8.6pp | 69.6%-0.2pp |
| Annual return | 17.53% | 23.13%-5.6pp | 35.96%-18.4pp | 31.72%-14.2pp |
| Employer contribution / active EE | $1,461 | $1,965-25.6% | $4,087-64.2% | $2,471-40.9% |
| Participant deferral / active EE | $2,992 | $3,780-20.8% | $5,633-46.9% | $3,740-20.0% |
| Admin fee / account holder | $932 | $4,513-79.4% | $9,502-90.2% | $5,306-82.4% |