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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 | $64,462-47.6% | $81,482-58.6% | $80,911-58.3% |
| Participation rate | 65.1% | 63.9%+1.2pp | 69.5%-4.4pp | 67.6%-2.6pp |
| Annual return | 14.81% | 16.35%-1.5pp | 24.79%-10.0pp | 35.63%-20.8pp |
| Employer contribution / active EE | $1,939 | $1,979-2.0% | $2,463-21.3% | $2,756-29.6% |
| Participant deferral / active EE | $3,756 | $3,094+21.4% | $3,885-3.3% | $4,297-12.6% |
| Admin fee / account holder | $3,072 | $5,678-45.9% | $5,761-46.7% | $6,935-55.7% |