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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 | $38,779 | $65,027-40.4% | $90,970-57.4% | $79,852-51.4% |
| Participation rate | 51.9% | 61.6%-9.8pp | 69.0%-17.2pp | 69.6%-17.8pp |
| Annual return | 14.45% | 30.45%-16.0pp | 134.58%-120.1pp | 31.72%-17.3pp |
| Employer contribution / active EE | $1,645 | $1,247+31.9% | $2,122-22.5% | $2,471-33.4% |
| Participant deferral / active EE | $3,247 | $2,512+29.3% | $3,373-3.7% | $3,740-13.2% |
| Admin fee / account holder | $5,120 | $4,535+12.9% | $5,960-14.1% | $5,306-3.5% |