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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 | $38,626 | $63,355-39.0% | $91,994-58.0% | $72,983-47.1% |
| Participation rate | 56.7% | 72.5%-15.9pp | 78.6%-22.0pp | 69.5%-12.8pp |
| Annual return | 60.70% | 35.35%+25.3pp | 69.03%-8.3pp | 81.01%-20.3pp |
| Employer contribution / active EE | $1,537 | $2,116-27.3% | $3,452-55.5% | $2,440-37.0% |
| Participant deferral / active EE | $3,406 | $4,883-30.2% | $5,923-42.5% | $3,608-5.6% |
| Admin fee / account holder | $3,022 | $4,668-35.3% | $7,743-61.0% | $5,124-41.0% |