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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 | $35,467 | $36,948-4.0% | $73,658-51.8% | $87,485-59.5% |
| Participation rate | 39.5% | 46.8%-7.3pp | 57.0%-17.6pp | 68.9%-29.5pp |
| Annual return | 17.19% | 28.64%-11.4pp | 29.72%-12.5pp | 26.06%-8.9pp |
| Employer contribution / active EE | $617 | $670-7.9% | $1,032-40.2% | $2,596-76.2% |
| Participant deferral / active EE | $1,639 | $1,379+18.8% | $2,062-20.5% | $4,274-61.7% |
| Admin fee / account holder | $2,548 | $2,531+0.7% | $3,357-24.1% | $7,775-67.2% |