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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 | $57,140-32.2% | $85,240-54.6% | $80,959-52.2% |
| Participation rate | 37.3% | 56.4%-19.1pp | 67.5%-30.2pp | 67.7%-30.4pp |
| Annual return | 30.98% | 21.71%+9.3pp | 66.75%-35.8pp | 35.67%-4.7pp |
| Employer contribution / active EE | $2,238 | $1,802+24.2% | $2,735-18.2% | $2,757-18.8% |
| Participant deferral / active EE | $4,215 | $3,115+35.3% | $4,527-6.9% | $4,300-2.0% |
| Admin fee / account holder | $2,454 | $4,992-50.8% | $6,165-60.2% | $6,925-64.6% |