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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 | $29,901 | $106,749-72.0% | $145,433-79.4% | $82,448-63.7% |
| Participation rate | 69.7% | 75.6%-6.0pp | 82.1%-12.4pp | 68.1%+1.6pp |
| Annual return | 17.73% | 27.59%-9.9pp | 66.58%-48.8pp | 41.64%-23.9pp |
| Employer contribution / active EE | $3,197 | $3,444-7.2% | $4,554-29.8% | $2,551+25.3% |
| Participant deferral / active EE | $4,870 | $6,519-25.3% | $7,897-38.3% | $4,139+17.7% |
| Admin fee / account holder | $3,740 | $8,390-55.4% | $13,129-71.5% | $7,234-48.3% |