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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 | $39,786 | $46,877-15.1% | $122,354-67.5% | $70,126-43.3% |
| Participation rate | 54.2% | 58.2%-4.0pp | 71.6%-17.4pp | 69.5%-15.3pp |
| Annual return | 15.35% | 24.22%-8.9pp | 30.28%-14.9pp | 73.15%-57.8pp |
| Employer contribution / active EE | $1,293 | $1,288+0.4% | $4,051-68.1% | $2,343-44.8% |
| Participant deferral / active EE | $1,757 | $2,167-18.9% | $3,287-46.5% | $3,332-47.3% |
| Admin fee / account holder | $642 | $3,324-80.7% | $5,479-88.3% | $4,645-86.2% |