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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 | $41,824-5.4% | $136,833-71.1% | $69,733-43.3% |
| Participation rate | 52.1% | 29.3%+22.8pp | 59.0%-6.9pp | 62.5%-10.4pp |
| Annual return | 17.50% | 13.53%+4.0pp | 35.32%-17.8pp | 15.22%+2.3pp |
| Employer contribution / active EE | $1,618 | $494+227.8% | $1,319+22.7% | $2,250-28.1% |
| Participant deferral / active EE | $2,737 | $1,105+147.7% | $2,441+12.1% | $3,054-10.4% |
| Admin fee / account holder | $2,132 | $2,895-26.3% | $4,706-54.7% | $3,102-31.3% |