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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 | $43,658 | $87,106-49.9% | $105,607-58.7% | $80,935-46.1% |
| Participation rate | 66.7% | 70.4%-3.8pp | 75.3%-8.6pp | 67.7%-1.0pp |
| Annual return | 10.74% | 17.01%-6.3pp | 116.11%-105.4pp | 35.66%-24.9pp |
| Employer contribution / active EE | $1,857 | $2,396-22.5% | $3,167-41.4% | $2,757-32.6% |
| Participant deferral / active EE | $3,556 | $3,986-10.8% | $5,011-29.0% | $4,299-17.3% |
| Admin fee / account holder | $1,705 | $8,447-79.8% | $10,958-84.4% | $6,924-75.4% |