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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 | $31,097 | $54,763-43.2% | $90,324-65.6% | $72,976-57.4% |
| Participation rate | 47.4% | 65.2%-17.8pp | 73.3%-25.9pp | 69.5%-22.1pp |
| Annual return | 26.86% | 30.63%-3.8pp | 78.15%-51.3pp | 81.02%-54.2pp |
| Employer contribution / active EE | $1,627 | $2,093-22.3% | $2,856-43.0% | $2,440-33.3% |
| Participant deferral / active EE | $3,933 | $2,887+36.2% | $3,885+1.2% | $3,608+9.0% |
| Admin fee / account holder | $2,902 | $3,973-27.0% | $5,356-45.8% | $5,124-43.4% |