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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 | $35,869 | $69,444-48.3% | $92,985-61.4% | $87,485-59.0% |
| Participation rate | 46.5% | 63.3%-16.8pp | 69.5%-23.0pp | 68.9%-22.4pp |
| Annual return | 17.81% | 23.85%-6.0pp | 27.99%-10.2pp | 26.06%-8.3pp |
| Employer contribution / active EE | $1,269 | $1,917-33.8% | $2,662-52.3% | $2,596-51.1% |
| Participant deferral / active EE | $2,461 | $3,364-26.8% | $4,377-43.8% | $4,274-42.4% |
| Admin fee / account holder | $684 | $6,137-88.9% | $9,463-92.8% | $7,775-91.2% |