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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 | $57,119-32.6% | $85,187-54.8% | $80,935-52.5% |
| Participation rate | 61.1% | 56.4%+4.7pp | 67.5%-6.4pp | 67.7%-6.6pp |
| Annual return | 20.93% | 21.70%-0.8pp | 66.67%-45.7pp | 35.66%-14.7pp |
| Employer contribution / active EE | $1,775 | $1,802-1.4% | $2,732-35.0% | $2,757-35.6% |
| Participant deferral / active EE | $2,505 | $3,115-19.6% | $4,525-44.6% | $4,299-41.7% |
| Admin fee / account holder | $3,482 | $4,990-30.2% | $6,162-43.5% | $6,924-49.7% |