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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 | $35,671 | $76,551-53.4% | $123,894-71.2% | $62,881-43.3% |
| Participation rate | 69.8% | 73.0%-3.2pp | 81.4%-11.6pp | 69.3%+0.5pp |
| Annual return | 38.09% | 18.68%+19.4pp | 47.52%-9.4pp | 20.14%+17.9pp |
| Employer contribution / active EE | $1,776 | $2,882-38.4% | $4,617-61.5% | $2,281-22.2% |
| Participant deferral / active EE | $2,938 | $4,840-39.3% | $5,984-50.9% | $3,203-8.3% |
| Admin fee / account holder | $1,323 | $4,826-72.6% | $8,357-84.2% | $4,296-69.2% |