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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 | $36,948-13.8% | $73,658-56.7% | $87,485-63.6% |
| Participation rate | 34.5% | 46.8%-12.3pp | 57.0%-22.6pp | 68.9%-34.4pp |
| Annual return | 21.02% | 28.64%-7.6pp | 29.72%-8.7pp | 26.06%-5.0pp |
| Employer contribution / active EE | $915 | $670+36.6% | $1,032-11.3% | $2,596-64.7% |
| Participant deferral / active EE | $2,430 | $1,379+76.2% | $2,062+17.8% | $4,274-43.1% |
| Admin fee / account holder | $608 | $2,531-76.0% | $3,357-81.9% | $7,775-92.2% |