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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 | $37,428 | $110,137-66.0% | $161,149-76.8% | $82,637-54.7% |
| Participation rate | 38.5% | 72.4%-33.9pp | 78.8%-40.4pp | 68.1%-29.6pp |
| Annual return | 24.85% | 20.69%+4.2pp | 21.16%+3.7pp | 53.51%-28.7pp |
| Employer contribution / active EE | $1,682 | $2,856-41.1% | $4,360-61.4% | $2,552-34.1% |
| Participant deferral / active EE | $2,951 | $4,575-35.5% | $6,153-52.0% | $4,126-28.5% |
| Admin fee / account holder | $5,077 | $9,467-46.4% | $15,194-66.6% | $7,339-30.8% |