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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 | $38,071 | $71,215-46.5% | $93,696-59.4% | $80,935-53.0% |
| Participation rate | 46.7% | 60.4%-13.7pp | 68.7%-22.1pp | 67.7%-21.0pp |
| Annual return | 13.06% | 11.27%+1.8pp | 133.74%-120.7pp | 35.66%-22.6pp |
| Employer contribution / active EE | $1,644 | $1,565+5.1% | $2,422-32.1% | $2,757-40.4% |
| Participant deferral / active EE | $2,963 | $4,037-26.6% | $4,417-32.9% | $4,299-31.1% |
| Admin fee / account holder | $7,895 | $6,958+13.5% | $8,287-4.7% | $6,924+14.0% |