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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 | $55,485 | $67,606-17.9% | $82,313-32.6% | $70,124-20.9% |
| Participation rate | 35.9% | 72.8%-36.8pp | 76.9%-41.0pp | 69.5%-33.6pp |
| Annual return | 31.09% | 21.57%+9.5pp | 25.88%+5.2pp | 73.14%-42.1pp |
| Employer contribution / active EE | $885 | $1,755-49.6% | $2,428-63.6% | $2,342-62.2% |
| Participant deferral / active EE | $1,975 | $2,987-33.9% | $3,706-46.7% | $3,332-40.7% |
| Admin fee / account holder | $2,482 | $4,512-45.0% | $5,608-55.7% | $4,645-46.6% |