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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 | $32,588 | $91,559-64.4% | $133,978-75.7% | $79,856-59.2% |
| Participation rate | 61.2% | 73.3%-12.2pp | 79.8%-18.6pp | 69.6%-8.4pp |
| Annual return | 19.28% | 61.85%-42.6pp | 45.10%-25.8pp | 31.71%-12.4pp |
| Employer contribution / active EE | $1,622 | $2,384-31.9% | $3,919-58.6% | $2,471-34.3% |
| Participant deferral / active EE | $2,912 | $3,734-22.0% | $5,047-42.3% | $3,741-22.2% |
| Admin fee / account holder | $656 | $6,321-89.6% | $8,930-92.7% | $5,306-87.6% |