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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 | $106,524-70.2% | $152,301-79.2% | $87,485-63.7% |
| Participation rate | 53.2% | 75.8%-22.6pp | 82.4%-29.3pp | 68.9%-15.7pp |
| Annual return | 30.77% | 26.89%+3.9pp | 80.50%-49.7pp | 26.06%+4.7pp |
| Employer contribution / active EE | $2,355 | $3,371-30.1% | $4,624-49.1% | $2,596-9.3% |
| Participant deferral / active EE | $5,324 | $6,525-18.4% | $8,004-33.5% | $4,274+24.6% |
| Admin fee / account holder | $9,624 | $8,287+16.1% | $14,398-33.2% | $7,775+23.8% |