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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 | $40,261 | $58,523-31.2% | $99,475-59.5% | $72,975-44.8% |
| Participation rate | 63.8% | 64.6%-0.8pp | 73.8%-10.0pp | 69.5%-5.7pp |
| Annual return | 20.31% | 28.51%-8.2pp | 30.72%-10.4pp | 81.01%-60.7pp |
| Employer contribution / active EE | $1,227 | $1,512-18.9% | $2,540-51.7% | $2,440-49.7% |
| Participant deferral / active EE | $3,176 | $2,606+21.9% | $3,619-12.2% | $3,608-12.0% |
| Admin fee / account holder | $528 | $4,102-87.1% | $6,252-91.6% | $5,124-89.7% |