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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 | $57,975 | $77,814-25.5% | $158,223-63.4% | $86,983-33.3% |
| Participation rate | 65.5% | 68.4%-2.9pp | 79.2%-13.7pp | 69.5%-4.0pp |
| Annual return | 18.22% | 30.54%-12.3pp | 52.09%-33.9pp | 25.83%-7.6pp |
| Employer contribution / active EE | $716 | $2,592-72.4% | $4,109-82.6% | $2,584-72.3% |
| Participant deferral / active EE | $3,444 | $3,270+5.3% | $5,467-37.0% | $4,194-17.9% |
| Admin fee / account holder | $3,832 | $5,879-34.8% | $16,047-76.1% | $7,856-51.2% |