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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 | $38,347 | $62,242-38.4% | $105,582-63.7% | $69,733-45.0% |
| Participation rate | 47.0% | 47.3%-0.3pp | 71.8%-24.8pp | 62.5%-15.5pp |
| Annual return | 16.66% | 15.40%+1.3pp | 18.61%-2.0pp | 15.22%+1.4pp |
| Employer contribution / active EE | $1,320 | $1,558-15.2% | $2,984-55.8% | $2,250-41.3% |
| Participant deferral / active EE | $2,061 | $2,462-16.3% | $4,353-52.7% | $3,054-32.5% |
| Admin fee / account holder | $3,297 | $4,615-28.6% | $12,856-74.4% | $3,102+6.3% |