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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 | $40,645 | $53,774-24.4% | $134,162-69.7% | $79,856-49.1% |
| Participation rate | 65.1% | 58.8%+6.3pp | 72.2%-7.1pp | 69.6%-4.5pp |
| Annual return | 17.89% | 19.01%-1.1pp | 36.35%-18.5pp | 31.71%-13.8pp |
| Employer contribution / active EE | $1,690 | $1,322+27.9% | $3,705-54.4% | $2,471-31.6% |
| Participant deferral / active EE | $2,539 | $2,420+4.9% | $3,500-27.4% | $3,741-32.1% |
| Admin fee / account holder | $2,467 | $3,985-38.1% | $6,685-63.1% | $5,306-53.5% |