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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 | $106,524-71.9% | $152,301-80.4% | $87,485-65.8% |
| Participation rate | 69.7% | 75.8%-6.1pp | 82.4%-12.8pp | 68.9%+0.8pp |
| Annual return | 17.73% | 26.89%-9.2pp | 80.50%-62.8pp | 26.06%-8.3pp |
| Employer contribution / active EE | $3,197 | $3,371-5.2% | $4,624-30.9% | $2,596+23.1% |
| Participant deferral / active EE | $4,870 | $6,525-25.4% | $8,004-39.1% | $4,274+14.0% |
| Admin fee / account holder | $3,740 | $8,287-54.9% | $14,398-74.0% | $7,775-51.9% |