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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 | $37,062 | $64,348-42.4% | $90,162-58.9% | $70,131-47.2% |
| Participation rate | 67.2% | 70.4%-3.3pp | 76.9%-9.7pp | 69.5%-2.4pp |
| Annual return | 24.23% | 28.13%-3.9pp | 34.88%-10.7pp | 73.14%-48.9pp |
| Employer contribution / active EE | $1,835 | $2,046-10.3% | $3,318-44.7% | $2,342-21.7% |
| Participant deferral / active EE | $3,471 | $4,389-20.9% | $5,287-34.4% | $3,332+4.2% |
| Admin fee / account holder | $1,806 | $3,944-54.2% | $5,943-69.6% | $4,645-61.1% |