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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 | $41,974 | $81,276-48.4% | $155,574-73.0% | $80,925-48.1% |
| Participation rate | 67.4% | 66.2%+1.2pp | 78.2%-10.8pp | 67.7%-0.2pp |
| Annual return | 11.76% | 33.36%-21.6pp | 64.87%-53.1pp | 35.65%-23.9pp |
| Employer contribution / active EE | $2,503 | $3,103-19.4% | $4,676-46.5% | $2,756-9.2% |
| Participant deferral / active EE | $1,112 | $3,453-67.8% | $5,629-80.2% | $4,299-74.1% |
| Admin fee / account holder | $1,228 | $7,993-84.6% | $15,914-92.3% | $6,940-82.3% |