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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 | $35,957 | $78,027-53.9% | $178,528-79.9% | $80,925-55.6% |
| Participation rate | 57.9% | 65.7%-7.8pp | 77.1%-19.2pp | 67.7%-9.8pp |
| Annual return | 16.56% | 18.09%-1.5pp | 27.11%-10.6pp | 35.65%-19.1pp |
| Employer contribution / active EE | $2,122 | $2,281-7.0% | $3,950-46.3% | $2,756-23.0% |
| Participant deferral / active EE | $3,085 | $4,408-30.0% | $6,278-50.9% | $4,299-28.2% |
| Admin fee / account holder | $1,724 | $7,168-75.9% | $10,419-83.4% | $6,940-75.2% |