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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 | $39,263 | $79,955-50.9% | $98,461-60.1% | $75,173-47.8% |
| Participation rate | 31.0% | 70.4%-39.3pp | 75.2%-44.1pp | 67.2%-36.2pp |
| Annual return | 18.86% | 19.75%-0.9pp | 21.17%-2.3pp | 160.72%-141.9pp |
| Employer contribution / active EE | $1,065 | $2,264-53.0% | $3,049-65.1% | $2,671-60.1% |
| Participant deferral / active EE | $1,649 | $3,752-56.1% | $4,738-65.2% | $4,126-60.0% |
| Admin fee / account holder | $665 | $6,841-90.3% | $8,961-92.6% | $5,651-88.2% |