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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 | $36,782 | $81,476-54.9% | $102,383-64.1% | $80,925-54.5% |
| Participation rate | 59.7% | 66.8%-7.2pp | 74.5%-14.8pp | 67.7%-8.0pp |
| Annual return | 11.67% | 25.59%-13.9pp | 24.94%-13.3pp | 35.65%-24.0pp |
| Employer contribution / active EE | $1,346 | $3,105-56.7% | $3,870-65.2% | $2,756-51.2% |
| Participant deferral / active EE | $3,120 | $3,871-19.4% | $5,060-38.3% | $4,299-27.4% |
| Admin fee / account holder | $4,737 | $6,717-29.5% | $8,391-43.5% | $6,940-31.7% |