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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 | $39,946 | $86,922-54.0% | $102,438-61.0% | $80,874-50.6% |
| Participation rate | 65.4% | 72.4%-7.0pp | 76.5%-11.1pp | 67.6%-2.3pp |
| Annual return | 26.68% | 18.90%+7.8pp | 29.37%-2.7pp | 35.62%-8.9pp |
| Employer contribution / active EE | $2,295 | $2,369-3.2% | $3,024-24.1% | $2,756-16.7% |
| Participant deferral / active EE | $4,994 | $4,119+21.3% | $5,054-1.2% | $4,297+16.2% |
| Admin fee / account holder | $2,769 | $8,050-65.6% | $9,448-70.7% | $6,935-60.1% |