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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 | $77,896-47.2% | $134,172-69.3% | $82,448-50.1% |
| Participation rate | 55.6% | 62.8%-7.2pp | 72.5%-16.9pp | 68.1%-12.5pp |
| Annual return | 32.70% | 18.21%+14.5pp | 25.30%+7.4pp | 41.64%-8.9pp |
| Employer contribution / active EE | $2,358 | $2,159+9.2% | $3,420-31.0% | $2,551-7.6% |
| Participant deferral / active EE | $5,817 | $3,162+84.0% | $4,690+24.0% | $4,139+40.5% |
| Admin fee / account holder | $2,265 | $6,336-64.2% | $12,016-81.1% | $7,234-68.7% |