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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 | $33,773 | $63,809-47.1% | $81,353-58.5% | $80,935-58.3% |
| Participation rate | 65.1% | 63.9%+1.2pp | 69.5%-4.5pp | 67.7%-2.6pp |
| Annual return | 14.81% | 16.37%-1.6pp | 24.82%-10.0pp | 35.66%-20.9pp |
| Employer contribution / active EE | $1,939 | $1,981-2.1% | $2,464-21.3% | $2,757-29.7% |
| Participant deferral / active EE | $3,756 | $3,093+21.4% | $3,885-3.3% | $4,299-12.7% |
| Admin fee / account holder | $3,072 | $5,686-46.0% | $5,766-46.7% | $6,924-55.6% |