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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 | $62,741 | $59,804+4.9% | $81,982-23.5% | $79,856-21.4% |
| Participation rate | 40.3% | 61.6%-21.4pp | 69.3%-29.0pp | 69.6%-29.4pp |
| Annual return | 17.58% | 17.56%0pp | 41.31%-23.7pp | 31.71%-14.1pp |
| Employer contribution / active EE | $1,474 | $1,713-13.9% | $2,498-41.0% | $2,471-40.3% |
| Participant deferral / active EE | $3,561 | $2,695+32.1% | $3,722-4.3% | $3,741-4.8% |
| Admin fee / account holder | $5,493 | $4,288+28.1% | $5,665-3.0% | $5,306+3.5% |