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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 | $51,530 | $49,249+4.6% | $70,476-26.9% | $79,852-35.5% |
| Participation rate | 37.0% | 69.2%-32.1pp | 75.1%-38.0pp | 69.6%-32.6pp |
| Annual return | 13.35% | 30.09%-16.7pp | 109.12%-95.8pp | 31.72%-18.4pp |
| Employer contribution / active EE | $1,700 | $2,100-19.0% | $2,738-37.9% | $2,471-31.2% |
| Participant deferral / active EE | $1,937 | $2,769-30.0% | $3,710-47.8% | $3,740-48.2% |
| Admin fee / account holder | $580 | $2,878-79.8% | $3,847-84.9% | $5,306-89.1% |