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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 | $35,275 | $73,787-52.2% | $98,716-64.3% | $82,448-57.2% |
| Participation rate | 63.5% | 61.4%+2.1pp | 69.3%-5.8pp | 68.1%-4.6pp |
| Annual return | 17.09% | 18.57%-1.5pp | 31.81%-14.7pp | 41.64%-24.5pp |
| Employer contribution / active EE | $1,474 | $1,511-2.5% | $2,279-35.3% | $2,551-42.2% |
| Participant deferral / active EE | $3,830 | $3,081+24.3% | $4,048-5.4% | $4,139-7.5% |
| Admin fee / account holder | $2,911 | $6,500-55.2% | $8,703-66.5% | $7,234-59.8% |