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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 | $35,142 | $67,894-48.2% | $89,340-60.7% | $82,448-57.4% |
| Participation rate | 61.9% | 64.0%-2.1pp | 69.6%-7.7pp | 68.1%-6.2pp |
| Annual return | 19.09% | 19.21%-0.1pp | 20.57%-1.5pp | 41.64%-22.6pp |
| Employer contribution / active EE | $609 | $1,828-66.7% | $2,231-72.7% | $2,551-76.1% |
| Participant deferral / active EE | $1,168 | $3,072-62.0% | $3,823-69.5% | $4,139-71.8% |
| Admin fee / account holder | $1,054 | $5,723-81.6% | $6,704-84.3% | $7,234-85.4% |