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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 | $38,462 | $73,787-47.9% | $98,716-61.0% | $82,448-53.4% |
| Participation rate | 67.7% | 61.4%+6.3pp | 69.3%-1.6pp | 68.1%-0.3pp |
| Annual return | 13.10% | 18.57%-5.5pp | 31.81%-18.7pp | 41.64%-28.5pp |
| Employer contribution / active EE | $868 | $1,511-42.5% | $2,279-61.9% | $2,551-66.0% |
| Participant deferral / active EE | $1,357 | $3,081-56.0% | $4,048-66.5% | $4,139-67.2% |
| Admin fee / account holder | $4,647 | $6,500-28.5% | $8,703-46.6% | $7,234-35.8% |