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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 | $31,972 | $77,814-58.9% | $158,223-79.8% | $86,983-63.2% |
| Participation rate | 45.9% | 68.4%-22.5pp | 79.2%-33.3pp | 69.5%-23.6pp |
| Annual return | 25.42% | 30.54%-5.1pp | 52.09%-26.7pp | 25.83%-0.4pp |
| Employer contribution / active EE | $1,389 | $2,592-46.4% | $4,109-66.2% | $2,584-46.3% |
| Participant deferral / active EE | $3,002 | $3,270-8.2% | $5,467-45.1% | $4,194-28.4% |
| Admin fee / account holder | $7,247 | $5,879+23.3% | $16,047-54.8% | $7,856-7.7% |