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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 | $41,060 | $57,828-29.0% | $117,039-64.9% | $70,126-41.4% |
| Participation rate | 56.0% | 67.1%-11.2pp | 77.2%-21.2pp | 69.5%-13.6pp |
| Annual return | 19.67% | 17.55%+2.1pp | 18.95%+0.7pp | 73.15%-53.5pp |
| Employer contribution / active EE | $2,144 | $1,816+18.1% | $3,785-43.3% | $2,343-8.5% |
| Participant deferral / active EE | $3,418 | $2,438+40.2% | $3,929-13.0% | $3,332+2.6% |
| Admin fee / account holder | $754 | $3,548-78.8% | $5,974-87.4% | $4,645-83.8% |