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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 | $39,120 | $77,962-49.8% | $178,540-78.1% | $80,935-51.7% |
| Participation rate | 53.4% | 65.7%-12.3pp | 77.1%-23.7pp | 67.7%-14.3pp |
| Annual return | 15.95% | 18.10%-2.1pp | 27.15%-11.2pp | 35.66%-19.7pp |
| Employer contribution / active EE | $1,229 | $2,280-46.1% | $3,953-68.9% | $2,757-55.4% |
| Participant deferral / active EE | $2,546 | $4,404-42.2% | $6,281-59.5% | $4,299-40.8% |
| Admin fee / account holder | $419 | $7,156-94.1% | $10,424-96.0% | $6,924-94.0% |