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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 | $36,629 | $47,848-23.4% | $81,473-55.0% | $70,126-47.8% |
| Participation rate | 53.8% | 58.3%-4.4pp | 68.0%-14.1pp | 69.5%-15.7pp |
| Annual return | 22.44% | 27.25%-4.8pp | 38.78%-16.3pp | 73.15%-50.7pp |
| Employer contribution / active EE | $2,794 | $1,527+83.0% | $2,568+8.8% | $2,343+19.3% |
| Participant deferral / active EE | $5,032 | $2,453+105.1% | $3,537+42.3% | $3,332+51.0% |
| Admin fee / account holder | $4,201 | $3,145+33.6% | $4,561-7.9% | $4,645-9.6% |