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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 | $31,368 | $136,860-77.1% | $120,344-73.9% | $154,746-79.7% |
| Participation rate | 63.2% | 79.9%-16.7pp | 76.7%-13.6pp | 80.7%-17.5pp |
| Annual return | 31.43% | 21.38%+10.1pp | 20.30%+11.1pp | 172.34%-140.9pp |
| Employer contribution / active EE | $1,961 | $3,533-44.5% | $3,020-35.1% | $4,379-55.2% |
| Participant deferral / active EE | $3,556 | $5,793-38.6% | $5,135-30.7% | $6,730-47.2% |
| Admin fee / account holder | $1,170 | $15,393-92.4% | $12,742-90.8% | $14,365-91.9% |