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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 | $37,916 | $46,877-19.1% | $122,354-69.0% | $70,126-45.9% |
| Participation rate | 31.4% | 58.2%-26.8pp | 71.6%-40.2pp | 69.5%-38.1pp |
| Annual return | 21.27% | 24.22%-3.0pp | 30.28%-9.0pp | 73.15%-51.9pp |
| Employer contribution / active EE | $1,001 | $1,288-22.3% | $4,051-75.3% | $2,343-57.2% |
| Participant deferral / active EE | $1,214 | $2,167-44.0% | $3,287-63.1% | $3,332-63.6% |
| Admin fee / account holder | $1,360 | $3,324-59.1% | $5,479-75.2% | $4,645-70.7% |