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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 | $31,729 | $106,864-70.3% | $147,318-78.5% | $82,637-61.6% |
| Participation rate | 53.2% | 75.5%-22.3pp | 82.1%-28.9pp | 68.1%-14.9pp |
| Annual return | 30.77% | 27.49%+3.3pp | 70.43%-39.7pp | 53.51%-22.7pp |
| Employer contribution / active EE | $2,355 | $3,417-31.1% | $4,593-48.7% | $2,552-7.7% |
| Participant deferral / active EE | $5,324 | $6,496-18.0% | $7,906-32.7% | $4,126+29.0% |
| Admin fee / account holder | $9,624 | $8,415+14.4% | $13,708-29.8% | $7,339+31.1% |