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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 | $44,937 | $57,590-22.0% | $86,233-47.9% | $82,448-45.5% |
| Participation rate | 66.7% | 57.9%+8.8pp | 69.0%-2.4pp | 68.1%-1.4pp |
| Annual return | 17.29% | 22.41%-5.1pp | 61.39%-44.1pp | 41.64%-24.3pp |
| Employer contribution / active EE | $1,955 | $1,655+18.1% | $2,504-21.9% | $2,551-23.4% |
| Participant deferral / active EE | $3,933 | $3,080+27.7% | $4,559-13.7% | $4,139-5.0% |
| Admin fee / account holder | $1,153 | $4,730-75.6% | $8,342-86.2% | $7,234-84.1% |