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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 | $31,464 | $65,034-51.6% | $90,970-65.4% | $79,856-60.6% |
| Participation rate | 53.1% | 61.6%-8.6pp | 69.0%-16.0pp | 69.6%-16.6pp |
| Annual return | 15.93% | 30.45%-14.5pp | 134.60%-118.7pp | 31.71%-15.8pp |
| Employer contribution / active EE | $1,617 | $1,247+29.7% | $2,122-23.8% | $2,471-34.6% |
| Participant deferral / active EE | $3,973 | $2,512+58.1% | $3,373+17.8% | $3,741+6.2% |
| Admin fee / account holder | $4,244 | $4,536-6.4% | $5,961-28.8% | $5,306-20.0% |