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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 | $33,362 | $54,763-39.1% | $90,324-63.1% | $72,976-54.3% |
| Participation rate | 54.1% | 65.2%-11.1pp | 73.3%-19.2pp | 69.5%-15.4pp |
| Annual return | 24.75% | 30.63%-5.9pp | 78.15%-53.4pp | 81.02%-56.3pp |
| Employer contribution / active EE | $1,368 | $2,093-34.7% | $2,856-52.1% | $2,440-43.9% |
| Participant deferral / active EE | $1,760 | $2,887-39.1% | $3,885-54.7% | $3,608-51.2% |
| Admin fee / account holder | $2,231 | $3,973-43.9% | $5,356-58.3% | $5,124-56.5% |