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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 | $41,329 | $37,156+11.2% | $83,854-50.7% | $86,983-52.5% |
| Participation rate | 26.3% | 49.1%-22.7pp | 59.1%-32.8pp | 69.5%-43.2pp |
| Annual return | 31.61% | 29.88%+1.7pp | 31.39%+0.2pp | 25.83%+5.8pp |
| Employer contribution / active EE | $489 | $661-26.0% | $1,017-51.9% | $2,584-81.1% |
| Participant deferral / active EE | $1,610 | $1,418+13.6% | $2,035-20.9% | $4,194-61.6% |
| Admin fee / account holder | $1,423 | $2,510-43.3% | $3,197-55.5% | $7,856-81.9% |