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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 | $39,836 | $49,239-19.1% | $70,462-43.5% | $79,858-50.1% |
| Participation rate | 61.7% | 69.2%-7.5pp | 75.1%-13.4pp | 69.6%-8.0pp |
| Annual return | 8.29% | 30.08%-21.8pp | 109.08%-100.8pp | 31.72%-23.4pp |
| Employer contribution / active EE | $690 | $2,100-67.1% | $2,737-74.8% | $2,471-72.1% |
| Participant deferral / active EE | $1,523 | $2,769-45.0% | $3,710-59.0% | $3,740-59.3% |
| Admin fee / account holder | $5,913 | $2,876+105.6% | $3,845+53.8% | $5,306+11.4% |