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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 | $36,948-5.0% | $73,658-52.4% | $87,485-59.9% |
| Participation rate | 27.1% | 46.8%-19.7pp | 57.0%-30.0pp | 68.9%-41.8pp |
| Annual return | 15.39% | 28.64%-13.2pp | 29.72%-14.3pp | 26.06%-10.7pp |
| Employer contribution / active EE | $1,564 | $670+133.5% | $1,032+51.5% | $2,596-39.7% |
| Participant deferral / active EE | $2,734 | $1,379+98.2% | $2,062+32.6% | $4,274-36.0% |
| Admin fee / account holder | $3,666 | $2,531+44.8% | $3,357+9.2% | $7,775-52.8% |