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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 | $49,208 | $56,121-12.3% | $92,985-47.1% | $64,340-23.5% |
| Participation rate | 32.4% | 44.9%-12.6pp | 69.5%-37.1pp | 55.2%-22.9pp |
| Annual return | 22.21% | 19.19%+3.0pp | 27.99%-5.8pp | 24.14%-1.9pp |
| Employer contribution / active EE | $1,606 | $1,351+18.8% | $2,662-39.7% | $1,862-13.7% |
| Participant deferral / active EE | $2,378 | $2,362+0.7% | $4,377-45.7% | $2,980-20.2% |
| Admin fee / account holder | $563 | $6,869-91.8% | $9,463-94.1% | $3,703-84.8% |