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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 | $32,632 | $41,377-21.1% | $109,313-70.1% | $62,881-48.1% |
| Participation rate | 55.9% | 57.5%-1.6pp | 71.3%-15.3pp | 69.3%-13.4pp |
| Annual return | 6.38% | 11.05%-4.7pp | 22.07%-15.7pp | 20.14%-13.8pp |
| Employer contribution / active EE | $1,433 | $1,276+12.3% | $3,892-63.2% | $2,281-37.2% |
| Participant deferral / active EE | $1,096 | $2,045-46.4% | $3,166-65.4% | $3,203-65.8% |
| Admin fee / account holder | $1,727 | $2,884-40.1% | $5,666-69.5% | $4,296-59.8% |