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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 | $35,317 | $81,504-56.7% | $102,437-65.5% | $80,959-56.4% |
| Participation rate | 54.7% | 66.9%-12.1pp | 74.5%-19.8pp | 67.7%-13.0pp |
| Annual return | 12.08% | 25.60%-13.5pp | 24.95%-12.9pp | 35.67%-23.6pp |
| Employer contribution / active EE | $1,503 | $3,104-51.6% | $3,871-61.2% | $2,757-45.5% |
| Participant deferral / active EE | $2,495 | $3,871-35.5% | $5,060-50.7% | $4,300-42.0% |
| Admin fee / account holder | $7,309 | $6,719+8.8% | $8,388-12.9% | $6,925+5.5% |