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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 | $38,470 | $57,140-32.7% | $85,240-54.9% | $80,959-52.5% |
| Participation rate | 61.1% | 56.4%+4.7pp | 67.5%-6.4pp | 67.7%-6.6pp |
| Annual return | 20.93% | 21.71%-0.8pp | 66.75%-45.8pp | 35.67%-14.7pp |
| Employer contribution / active EE | $1,775 | $1,802-1.5% | $2,735-35.1% | $2,757-35.6% |
| Participant deferral / active EE | $2,505 | $3,115-19.6% | $4,527-44.7% | $4,300-41.7% |
| Admin fee / account holder | $3,482 | $4,992-30.3% | $6,165-43.5% | $6,925-49.7% |