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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 | $37,156-4.5% | $83,854-57.7% | $86,983-59.2% |
| Participation rate | 39.5% | 49.1%-9.6pp | 59.1%-19.6pp | 69.5%-30.1pp |
| Annual return | 17.19% | 29.88%-12.7pp | 31.39%-14.2pp | 25.83%-8.6pp |
| Employer contribution / active EE | $617 | $661-6.6% | $1,017-39.3% | $2,584-76.1% |
| Participant deferral / active EE | $1,639 | $1,418+15.6% | $2,035-19.5% | $4,194-60.9% |
| Admin fee / account holder | $2,548 | $2,510+1.5% | $3,197-20.3% | $7,856-67.6% |