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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 | $33,733 | $95,453-64.7% | $112,040-69.9% | $82,448-59.1% |
| Participation rate | 62.3% | 72.8%-10.4pp | 76.5%-14.2pp | 68.1%-5.7pp |
| Annual return | 30.81% | 23.92%+6.9pp | 24.52%+6.3pp | 41.64%-10.8pp |
| Employer contribution / active EE | $2,458 | $2,318+6.1% | $2,954-16.8% | $2,551-3.6% |
| Participant deferral / active EE | $3,757 | $4,224-11.1% | $5,098-26.3% | $4,139-9.2% |
| Admin fee / account holder | $7,219 | $9,013-19.9% | $12,098-40.3% | $7,234-0.2% |