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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 | $32,361 | $73,955-56.2% | $96,520-66.5% | $75,181-57.0% |
| Participation rate | 57.7% | 66.4%-8.7pp | 74.3%-16.7pp | 67.2%-9.5pp |
| Annual return | 13.74% | 26.72%-13.0pp | 35.72%-22.0pp | 160.69%-146.9pp |
| Employer contribution / active EE | $2,003 | $2,930-31.7% | $3,739-46.4% | $2,671-25.0% |
| Participant deferral / active EE | $4,564 | $3,659+24.7% | $4,879-6.5% | $4,126+10.6% |
| Admin fee / account holder | $5,291 | $5,217+1.4% | $6,733-21.4% | $5,650-6.3% |