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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 | $38,481 | $72,272-46.8% | $101,264-62.0% | $79,858-51.8% |
| Participation rate | 63.3% | 68.5%-5.1pp | 75.8%-12.5pp | 69.6%-6.3pp |
| Annual return | 14.41% | 22.30%-7.9pp | 46.48%-32.1pp | 31.72%-17.3pp |
| Employer contribution / active EE | $1,587 | $2,692-41.0% | $3,660-56.6% | $2,471-35.8% |
| Participant deferral / active EE | $2,133 | $3,282-35.0% | $4,370-51.2% | $3,740-43.0% |
| Admin fee / account holder | $7,151 | $4,401+62.5% | $5,947+20.2% | $5,306+34.8% |