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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 | $24,934 | $37,156-32.9% | $83,854-70.3% | $86,983-71.3% |
| Participation rate | 41.0% | 49.1%-8.1pp | 59.1%-18.1pp | 69.5%-28.6pp |
| Annual return | 19.44% | 29.88%-10.4pp | 31.39%-12.0pp | 25.83%-6.4pp |
| Employer contribution / active EE | $929 | $661+40.5% | $1,017-8.7% | $2,584-64.1% |
| Participant deferral / active EE | $1,149 | $1,418-19.0% | $2,035-43.5% | $4,194-72.6% |
| Admin fee / account holder | $2,397 | $2,510-4.5% | $3,197-25.0% | $7,856-69.5% |