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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 | $57,073-32.2% | $85,126-54.5% | $80,925-52.1% |
| Participation rate | 37.3% | 56.4%-19.1pp | 67.5%-30.2pp | 67.7%-30.4pp |
| Annual return | 30.98% | 21.69%+9.3pp | 66.63%-35.7pp | 35.65%-4.7pp |
| Employer contribution / active EE | $2,238 | $1,801+24.3% | $2,731-18.1% | $2,756-18.8% |
| Participant deferral / active EE | $4,215 | $3,113+35.4% | $4,523-6.8% | $4,299-2.0% |
| Admin fee / account holder | $2,454 | $4,988-50.8% | $6,160-60.2% | $6,940-64.6% |