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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 | $33,729 | $54,763-38.4% | $90,324-62.7% | $72,976-53.8% |
| Participation rate | 54.5% | 65.2%-10.6pp | 73.3%-18.7pp | 69.5%-14.9pp |
| Annual return | 29.51% | 30.63%-1.1pp | 78.15%-48.6pp | 81.02%-51.5pp |
| Employer contribution / active EE | $1,174 | $2,093-43.9% | $2,856-58.9% | $2,440-51.9% |
| Participant deferral / active EE | $2,833 | $2,887-1.9% | $3,885-27.1% | $3,608-21.5% |
| Admin fee / account holder | $3,053 | $3,973-23.2% | $5,356-43.0% | $5,124-40.4% |