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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 | $56,121-31.7% | $92,985-58.8% | $64,340-40.4% |
| Participation rate | 47.0% | 44.9%+2.0pp | 69.5%-22.5pp | 55.2%-8.3pp |
| Annual return | 16.66% | 19.19%-2.5pp | 27.99%-11.3pp | 24.14%-7.5pp |
| Employer contribution / active EE | $1,320 | $1,351-2.3% | $2,662-50.4% | $1,862-29.1% |
| Participant deferral / active EE | $2,061 | $2,362-12.7% | $4,377-52.9% | $2,980-30.8% |
| Admin fee / account holder | $3,297 | $6,869-52.0% | $9,463-65.2% | $3,703-11.0% |