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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 | $38,723 | $57,057-32.1% | $85,009-54.4% | $80,874-52.1% |
| Participation rate | 37.3% | 56.4%-19.1pp | 67.5%-30.2pp | 67.6%-30.4pp |
| Annual return | 30.98% | 21.66%+9.3pp | 66.47%-35.5pp | 35.62%-4.6pp |
| Employer contribution / active EE | $2,238 | $1,799+24.4% | $2,728-18.0% | $2,756-18.8% |
| Participant deferral / active EE | $4,215 | $3,112+35.5% | $4,522-6.8% | $4,297-1.9% |
| Admin fee / account holder | $2,454 | $4,986-50.8% | $6,153-60.1% | $6,935-64.6% |