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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 | $28,893 | $59,839-51.7% | $81,991-64.8% | $79,852-63.8% |
| Participation rate | 64.3% | 61.6%+2.7pp | 69.3%-5.0pp | 69.6%-5.4pp |
| Annual return | 18.12% | 17.56%+0.6pp | 41.31%-23.2pp | 31.72%-13.6pp |
| Employer contribution / active EE | $2,510 | $1,713+46.5% | $2,498+0.5% | $2,471+1.6% |
| Participant deferral / active EE | $3,865 | $2,695+43.4% | $3,722+3.8% | $3,740+3.3% |
| Admin fee / account holder | $737 | $4,287-82.8% | $5,665-87.0% | $5,306-86.1% |