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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 | $35,763 | $76,371-53.2% | $93,621-61.8% | $72,975-51.0% |
| Participation rate | 69.2% | 71.8%-2.5pp | 75.8%-6.6pp | 69.5%-0.3pp |
| Annual return | 16.62% | 25.82%-9.2pp | 32.76%-16.1pp | 81.01%-64.4pp |
| Employer contribution / active EE | $1,704 | $2,276-25.1% | $2,719-37.3% | $2,440-30.2% |
| Participant deferral / active EE | $3,784 | $3,538+6.9% | $4,070-7.0% | $3,608+4.9% |
| Admin fee / account holder | $5,976 | $6,839-12.6% | $7,890-24.3% | $5,124+16.6% |