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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 | $39,267 | $67,776-42.1% | $90,312-56.5% | $65,306-39.9% |
| Participation rate | 43.7% | 58.1%-14.4pp | 72.9%-29.2pp | 57.7%-14.0pp |
| Annual return | 19.90% | 16.62%+3.3pp | 18.90%+1.0pp | 21.94%-2.0pp |
| Employer contribution / active EE | $1,268 | $2,195-42.3% | $2,243-43.5% | $1,967-35.6% |
| Participant deferral / active EE | $2,362 | $2,641-10.6% | $3,749-37.0% | $2,959-20.2% |
| Admin fee / account holder | $1,511 | $3,322-54.5% | $8,248-81.7% | $3,480-56.6% |