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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 | $39,570 | $43,730-9.5% | $121,220-67.4% | $64,173-38.3% |
| Participation rate | 52.6% | 58.3%-5.7pp | 71.8%-19.1pp | 69.6%-16.9pp |
| Annual return | 11.31% | 68.94%-57.6pp | 16.94%-5.6pp | 7.63%+3.7pp |
| Employer contribution / active EE | $1,021 | $1,297-21.3% | $4,023-74.6% | $2,381-57.1% |
| Participant deferral / active EE | $1,730 | $2,281-24.1% | $3,345-48.3% | $3,470-50.1% |
| Admin fee / account holder | $2,196 | $3,502-37.3% | $5,021-56.3% | $4,887-55.1% |