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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 | $37,190 | $62,086-40.1% | $90,259-58.8% | $64,340-42.2% |
| Participation rate | 40.8% | 53.9%-13.1pp | 70.7%-29.9pp | 55.2%-14.4pp |
| Annual return | 16.86% | 16.73%+0.1pp | 18.88%-2.0pp | 24.14%-7.3pp |
| Employer contribution / active EE | $1,334 | $1,883-29.2% | $2,291-41.8% | $1,862-28.4% |
| Participant deferral / active EE | $2,253 | $2,557-11.9% | $3,827-41.1% | $2,980-24.4% |
| Admin fee / account holder | $915 | $3,317-72.4% | $7,267-87.4% | $3,703-75.3% |