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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 | $53,460 | $37,446+42.8% | $77,552-31.1% | $79,856-33.1% |
| Participation rate | 34.7% | 41.5%-6.8pp | 54.2%-19.5pp | 69.6%-34.9pp |
| Annual return | 16.30% | 39.76%-23.5pp | 54.82%-38.5pp | 31.71%-15.4pp |
| Employer contribution / active EE | $495 | $637-22.2% | $987-49.8% | $2,471-80.0% |
| Participant deferral / active EE | $1,134 | $1,261-10.1% | $1,861-39.1% | $3,741-69.7% |
| Admin fee / account holder | $2,518 | $2,506+0.5% | $2,859-11.9% | $5,306-52.6% |