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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 | $46,025 | $43,344+6.2% | $59,899-23.2% | $64,173-28.3% |
| Participation rate | 65.6% | 69.2%-3.5pp | 74.7%-9.1pp | 69.6%-3.9pp |
| Annual return | 6.03% | -1.55%+7.6pp | 3.46%+2.6pp | 7.63%-1.6pp |
| Employer contribution / active EE | $666 | $2,030-67.2% | $2,723-75.5% | $2,381-72.0% |
| Participant deferral / active EE | $3,074 | $2,547+20.7% | $3,402-9.7% | $3,470-11.4% |
| Admin fee / account holder | $1,203 | $3,008-60.0% | $3,592-66.5% | $4,887-75.4% |