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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 | $33,417 | $72,607-54.0% | $90,259-63.0% | $87,485-61.8% |
| Participation rate | 49.4% | 64.8%-15.4pp | 70.7%-21.3pp | 68.9%-19.5pp |
| Annual return | 31.01% | 18.59%+12.4pp | 18.88%+12.1pp | 26.06%+4.9pp |
| Employer contribution / active EE | $1,275 | $1,919-33.6% | $2,291-44.4% | $2,596-50.9% |
| Participant deferral / active EE | $2,292 | $3,055-25.0% | $3,827-40.1% | $4,274-46.4% |
| Admin fee / account holder | $4,826 | $5,947-18.8% | $7,267-33.6% | $7,775-37.9% |