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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 | $44,776 | $86,940-48.5% | $102,434-56.3% | $80,935-44.7% |
| Participation rate | 62.8% | 72.4%-9.6pp | 76.5%-13.7pp | 67.7%-4.8pp |
| Annual return | 11.61% | 18.89%-7.3pp | 29.46%-17.8pp | 35.66%-24.0pp |
| Employer contribution / active EE | $1,414 | $2,370-40.3% | $3,023-53.2% | $2,757-48.7% |
| Participant deferral / active EE | $1,928 | $4,121-53.2% | $5,055-61.9% | $4,299-55.2% |
| Admin fee / account holder | $3,233 | $8,047-59.8% | $9,462-65.8% | $6,924-53.3% |