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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 | $38,437 | $124,980-69.2% | $108,359-64.5% | $154,746-75.2% |
| Participation rate | 62.5% | 75.2%-12.7pp | 70.1%-7.6pp | 80.7%-18.2pp |
| Annual return | 16.53% | 45.00%-28.5pp | 36.89%-20.4pp | 172.34%-155.8pp |
| Employer contribution / active EE | $1,790 | $2,851-37.2% | $2,399-25.4% | $4,379-59.1% |
| Participant deferral / active EE | $2,561 | $4,743-46.0% | $4,137-38.1% | $6,730-62.0% |
| Admin fee / account holder | $1,214 | $11,502-89.4% | $9,741-87.5% | $14,365-91.5% |