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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 | $28,739 | $91,439-68.6% | $135,974-78.9% | $71,511-59.8% |
| Participation rate | 62.4% | 75.7%-13.3pp | 81.9%-19.5pp | 67.9%-5.6pp |
| Annual return | 36.66% | 29.90%+6.8pp | 68.30%-31.6pp | 28.86%+7.8pp |
| Employer contribution / active EE | $1,632 | $3,705-55.9% | $4,859-66.4% | $2,589-37.0% |
| Participant deferral / active EE | $6,544 | $7,093-7.7% | $7,760-15.7% | $4,291+52.5% |
| Admin fee / account holder | $2,018 | $1,267+59.3% | $10,767-81.3% | $1,588+27.0% |