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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 | $44,871 | $63,082-28.9% | $81,726-45.1% | $79,856-43.8% |
| Participation rate | 62.7% | 67.5%-4.9pp | 72.0%-9.3pp | 69.6%-7.0pp |
| Annual return | 24.78% | 22.66%+2.1pp | 29.49%-4.7pp | 31.71%-6.9pp |
| Employer contribution / active EE | $1,346 | $1,795-25.0% | $4,311-68.8% | $2,471-45.5% |
| Participant deferral / active EE | $2,975 | $2,780+7.0% | $7,108-58.1% | $3,741-20.5% |
| Admin fee / account holder | $1,574 | $4,428-64.5% | $5,160-69.5% | $5,306-70.3% |