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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 | $37,261 | $43,749-14.8% | $158,223-76.5% | $65,306-42.9% |
| Participation rate | 38.4% | 56.9%-18.5pp | 79.2%-40.8pp | 57.7%-19.3pp |
| Annual return | 20.44% | 19.41%+1.0pp | 52.09%-31.6pp | 21.94%-1.5pp |
| Employer contribution / active EE | $1,038 | $1,497-30.7% | $4,109-74.7% | $1,967-47.2% |
| Participant deferral / active EE | $1,974 | $2,019-2.2% | $5,467-63.9% | $2,959-33.3% |
| Admin fee / account holder | $3,872 | $1,930+100.6% | $16,047-75.9% | $3,480+11.3% |