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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 | $78,690-48.2% | $161,489-74.8% | $87,485-53.4% |
| Participation rate | 68.6% | 67.5%+1.1pp | 78.7%-10.1pp | 68.9%-0.4pp |
| Annual return | 14.79% | 32.74%-18.0pp | 89.72%-74.9pp | 26.06%-11.3pp |
| Employer contribution / active EE | $1,864 | $2,588-28.0% | $4,268-56.3% | $2,596-28.2% |
| Participant deferral / active EE | $986 | $3,311-70.2% | $5,630-82.5% | $4,274-76.9% |
| Admin fee / account holder | $2,744 | $6,724-59.2% | $16,006-82.9% | $7,775-64.7% |