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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 | $39,565 | $36,140+9.5% | $73,658-46.3% | $64,340-38.5% |
| Participation rate | 52.1% | 31.0%+21.1pp | 57.0%-5.0pp | 55.2%-3.2pp |
| Annual return | 17.50% | 21.48%-4.0pp | 29.72%-12.2pp | 24.14%-6.6pp |
| Employer contribution / active EE | $1,618 | $443+265.1% | $1,032+56.7% | $1,862-13.1% |
| Participant deferral / active EE | $2,737 | $1,023+167.6% | $2,062+32.7% | $2,980-8.2% |
| Admin fee / account holder | $2,132 | $2,513-15.1% | $3,357-36.5% | $3,703-42.4% |