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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 | $37,579 | $81,276-53.8% | $155,574-75.8% | $80,925-53.6% |
| Participation rate | 62.9% | 66.2%-3.4pp | 78.2%-15.4pp | 67.7%-4.8pp |
| Annual return | 19.49% | 33.36%-13.9pp | 64.87%-45.4pp | 35.65%-16.2pp |
| Employer contribution / active EE | $1,962 | $3,103-36.8% | $4,676-58.0% | $2,756-28.8% |
| Participant deferral / active EE | $2,030 | $3,453-41.2% | $5,629-63.9% | $4,299-52.8% |
| Admin fee / account holder | $4,378 | $7,993-45.2% | $15,914-72.5% | $6,940-36.9% |