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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 | $40,576 | $71,878-43.5% | $86,698-53.2% | $68,486-40.8% |
| Participation rate | 58.3% | 72.2%-13.9pp | 76.6%-18.3pp | 67.9%-9.6pp |
| Annual return | 39.21% | 3.53%+35.7pp | 35.95%+3.3pp | -7.85%+47.1pp |
| Employer contribution / active EE | $2,562 | $2,173+17.9% | $2,837-9.7% | $2,597-1.3% |
| Participant deferral / active EE | $5,118 | $3,779+35.4% | $4,656+9.9% | $4,028+27.1% |
| Admin fee / account holder | $2,077 | $6,113-66.0% | $7,493-72.3% | $5,404-61.6% |