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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 | $32,613 | $76,112-57.2% | $96,544-66.2% | $71,529-54.4% |
| Participation rate | 43.6% | 74.4%-30.8pp | 76.0%-32.3pp | 67.9%-24.3pp |
| Annual return | 24.71% | 22.80%+1.9pp | 25.88%-1.2pp | 28.97%-4.3pp |
| Employer contribution / active EE | $1,459 | $2,248-35.1% | $2,966-50.8% | $2,590-43.7% |
| Participant deferral / active EE | $2,247 | $4,217-46.7% | $4,851-53.7% | $4,291-47.6% |
| Admin fee / account holder | $2,026 | $2,708-25.2% | $8,254-75.5% | $1,588+27.5% |