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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 | $41,147 | $81,403-49.5% | $147,027-72.0% | $87,485-53.0% |
| Participation rate | 55.6% | 63.4%-7.9pp | 73.7%-18.2pp | 68.9%-13.4pp |
| Annual return | 32.70% | 16.51%+16.2pp | 20.23%+12.5pp | 26.06%+6.6pp |
| Employer contribution / active EE | $2,358 | $2,205+6.9% | $3,626-35.0% | $2,596-9.2% |
| Participant deferral / active EE | $5,817 | $3,315+75.4% | $4,933+17.9% | $4,274+36.1% |
| Admin fee / account holder | $2,265 | $6,755-66.5% | $12,223-81.5% | $7,775-70.9% |