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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 | $31,859 | $37,156-14.3% | $83,854-62.0% | $86,983-63.4% |
| Participation rate | 34.5% | 49.1%-14.6pp | 59.1%-24.6pp | 69.5%-35.1pp |
| Annual return | 21.02% | 29.88%-8.9pp | 31.39%-10.4pp | 25.83%-4.8pp |
| Employer contribution / active EE | $915 | $661+38.5% | $1,017-10.0% | $2,584-64.6% |
| Participant deferral / active EE | $2,430 | $1,418+71.4% | $2,035+19.4% | $4,194-42.1% |
| Admin fee / account holder | $608 | $2,510-75.8% | $3,197-81.0% | $7,856-92.3% |