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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 | $35,616 | $86,940-59.0% | $102,434-65.2% | $80,935-56.0% |
| Participation rate | 62.5% | 72.4%-9.9pp | 76.5%-14.0pp | 67.7%-5.2pp |
| Annual return | 12.76% | 18.89%-6.1pp | 29.46%-16.7pp | 35.66%-22.9pp |
| Employer contribution / active EE | $1,613 | $2,370-31.9% | $3,023-46.6% | $2,757-41.5% |
| Participant deferral / active EE | $2,723 | $4,121-33.9% | $5,055-46.1% | $4,299-36.7% |
| Admin fee / account holder | $3,039 | $8,047-62.2% | $9,462-67.9% | $6,924-56.1% |