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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 | $61,470 | $51,222+20.0% | $70,544-12.9% | $75,173-18.2% |
| Participation rate | 43.3% | 61.0%-17.6pp | 68.4%-25.0pp | 67.2%-23.9pp |
| Annual return | 18.46% | 30.06%-11.6pp | 32.79%-14.3pp | 160.72%-142.3pp |
| Employer contribution / active EE | $1,381 | $1,827-24.4% | $2,976-53.6% | $2,671-48.3% |
| Participant deferral / active EE | $3,049 | $2,850+7.0% | $4,568-33.3% | $4,126-26.1% |
| Admin fee / account holder | $3,467 | $4,096-15.3% | $6,427-46.0% | $5,651-38.6% |