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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 | $33,652 | $63,809-47.3% | $81,353-58.6% | $80,935-58.4% |
| Participation rate | 54.6% | 63.9%-9.3pp | 69.5%-14.9pp | 67.7%-13.0pp |
| Annual return | 21.96% | 16.37%+5.6pp | 24.82%-2.9pp | 35.66%-13.7pp |
| Employer contribution / active EE | $2,672 | $1,981+34.9% | $2,464+8.5% | $2,757-3.1% |
| Participant deferral / active EE | $4,210 | $3,093+36.1% | $3,885+8.4% | $4,299-2.1% |
| Admin fee / account holder | $5,092 | $5,686-10.4% | $5,766-11.7% | $6,924-26.5% |