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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 | $43,361 | $36,948+17.4% | $73,658-41.1% | $87,485-50.4% |
| Participation rate | 32.3% | 46.8%-14.6pp | 57.0%-24.8pp | 68.9%-36.7pp |
| Annual return | 17.06% | 28.64%-11.6pp | 29.72%-12.7pp | 26.06%-9.0pp |
| Employer contribution / active EE | $1,236 | $670+84.5% | $1,032+19.8% | $2,596-52.4% |
| Participant deferral / active EE | $1,540 | $1,379+11.7% | $2,062-25.3% | $4,274-64.0% |
| Admin fee / account holder | $2,788 | $2,531+10.2% | $3,357-16.9% | $7,775-64.1% |