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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 | $33,576 | $73,978-54.6% | $96,515-65.2% | $75,173-55.3% |
| Participation rate | 60.0% | 66.4%-6.4pp | 74.3%-14.3pp | 67.2%-7.2pp |
| Annual return | 17.95% | 26.72%-8.8pp | 35.73%-17.8pp | 160.72%-142.8pp |
| Employer contribution / active EE | $1,827 | $2,931-37.6% | $3,740-51.1% | $2,671-31.6% |
| Participant deferral / active EE | $3,708 | $3,660+1.3% | $4,880-24.0% | $4,126-10.1% |
| Admin fee / account holder | $2,412 | $5,219-53.8% | $6,735-64.2% | $5,651-57.3% |