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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 | $76,407-58.2% | $150,298-78.7% | $82,448-61.2% |
| Participation rate | 45.9% | 66.4%-20.5pp | 77.8%-31.9pp | 68.1%-22.2pp |
| Annual return | 25.42% | 39.99%-14.6pp | 62.79%-37.4pp | 41.64%-16.2pp |
| Employer contribution / active EE | $1,389 | $2,614-46.9% | $4,154-66.6% | $2,551-45.5% |
| Participant deferral / active EE | $3,002 | $3,214-6.6% | $5,453-44.9% | $4,139-27.5% |
| Admin fee / account holder | $7,247 | $6,352+14.1% | $14,116-48.7% | $7,234+0.2% |