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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 | $57,057-32.6% | $85,009-54.7% | $80,874-52.4% |
| Participation rate | 61.1% | 56.4%+4.8pp | 67.5%-6.4pp | 67.6%-6.5pp |
| Annual return | 20.93% | 21.66%-0.7pp | 66.47%-45.5pp | 35.62%-14.7pp |
| Employer contribution / active EE | $1,775 | $1,799-1.3% | $2,728-34.9% | $2,756-35.6% |
| Participant deferral / active EE | $2,505 | $3,112-19.5% | $4,522-44.6% | $4,297-41.7% |
| Admin fee / account holder | $3,482 | $4,986-30.2% | $6,153-43.4% | $6,935-49.8% |