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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 | $36,948+11.9% | $73,658-43.9% | $87,485-52.8% |
| Participation rate | 26.3% | 46.8%-20.5pp | 57.0%-30.7pp | 68.9%-42.6pp |
| Annual return | 31.61% | 28.64%+3.0pp | 29.72%+1.9pp | 26.06%+5.6pp |
| Employer contribution / active EE | $489 | $670-27.0% | $1,032-52.6% | $2,596-81.2% |
| Participant deferral / active EE | $1,610 | $1,379+16.8% | $2,062-21.9% | $4,274-62.3% |
| Admin fee / account holder | $1,423 | $2,531-43.8% | $3,357-57.6% | $7,775-81.7% |