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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 | $43,645 | $51,769-15.7% | $57,356-23.9% | $52,331-16.6% |
| Participation rate | 67.3% | 75.2%-7.9pp | 75.1%-7.8pp | 68.1%-0.8pp |
| Annual return | 2.16% | 2.43%-0.3pp | 24.41%-22.2pp | 4.54%-2.4pp |
| Employer contribution / active EE | $1,367 | $2,335-41.5% | $2,689-49.2% | $1,882-27.4% |
| Participant deferral / active EE | $2,022 | $2,794-27.6% | $3,162-36.1% | $3,022-33.1% |
| Admin fee / account holder | $975 | $295+230.8% | $3,357-71.0% | $592+64.8% |