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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 | $40,775 | $76,407-46.6% | $150,298-72.9% | $82,448-50.5% |
| Participation rate | 68.6% | 66.4%+2.2pp | 77.8%-9.2pp | 68.1%+0.5pp |
| Annual return | 14.79% | 39.99%-25.2pp | 62.79%-48.0pp | 41.64%-26.9pp |
| Employer contribution / active EE | $1,864 | $2,614-28.7% | $4,154-55.1% | $2,551-26.9% |
| Participant deferral / active EE | $986 | $3,214-69.3% | $5,453-81.9% | $4,139-76.2% |
| Admin fee / account holder | $2,744 | $6,352-56.8% | $14,116-80.6% | $7,234-62.1% |