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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 | $31,983 | $81,331-60.7% | $155,534-79.4% | $80,935-60.5% |
| Participation rate | 59.2% | 66.3%-7.1pp | 78.2%-19.1pp | 67.7%-8.5pp |
| Annual return | 12.17% | 33.37%-21.2pp | 64.92%-52.8pp | 35.66%-23.5pp |
| Employer contribution / active EE | $1,277 | $3,105-58.9% | $4,675-72.7% | $2,757-53.7% |
| Participant deferral / active EE | $3,853 | $3,454+11.5% | $5,630-31.6% | $4,299-10.4% |
| Admin fee / account holder | $4,239 | $7,999-47.0% | $15,900-73.3% | $6,924-38.8% |