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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 | $61,320 | $104,098-41.1% | $140,514-56.4% | $94,015-34.8% |
| Participation rate | 37.9% | 73.7%-35.8pp | 77.8%-39.9pp | 70.8%-32.9pp |
| Annual return | 15.22% | 15.14%+0.1pp | 14.36%+0.9pp | 17.84%-2.6pp |
| Employer contribution / active EE | $1,232 | $2,388-48.4% | $3,378-63.5% | $2,790-55.8% |
| Participant deferral / active EE | $2,922 | $4,033-27.6% | $4,919-40.6% | $4,249-31.2% |
| Admin fee / account holder | $3,389 | $10,439-67.5% | $13,697-75.3% | $8,951-62.1% |