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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 | $35,345 | $76,551-53.8% | $123,894-71.5% | $62,881-43.8% |
| Participation rate | 62.9% | 73.0%-10.1pp | 81.4%-18.5pp | 69.3%-6.4pp |
| Annual return | 7.93% | 18.68%-10.7pp | 47.52%-39.6pp | 20.14%-12.2pp |
| Employer contribution / active EE | $2,141 | $2,882-25.7% | $4,617-53.6% | $2,281-6.1% |
| Participant deferral / active EE | $4,676 | $4,840-3.4% | $5,984-21.9% | $3,203+46.0% |
| Admin fee / account holder | $943 | $4,826-80.5% | $8,357-88.7% | $4,296-78.1% |