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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 | $35,095 | $48,118-27.1% | $136,833-74.4% | $94,015-62.7% |
| Participation rate | 27.1% | 47.4%-20.3pp | 59.0%-31.9pp | 70.8%-43.7pp |
| Annual return | 15.39% | 14.65%+0.7pp | 35.32%-19.9pp | 17.84%-2.4pp |
| Employer contribution / active EE | $1,564 | $821+90.6% | $1,319+18.6% | $2,790-43.9% |
| Participant deferral / active EE | $2,734 | $1,651+65.6% | $2,441+12.0% | $4,249-35.7% |
| Admin fee / account holder | $3,666 | $3,059+19.8% | $4,706-22.1% | $8,951-59.0% |