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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 | $34,175 | $73,978-53.8% | $96,515-64.6% | $75,173-54.5% |
| Participation rate | 52.0% | 66.4%-14.4pp | 74.3%-22.3pp | 67.2%-15.2pp |
| Annual return | 16.55% | 26.72%-10.2pp | 35.73%-19.2pp | 160.72%-144.2pp |
| Employer contribution / active EE | $2,079 | $2,931-29.1% | $3,740-44.4% | $2,671-22.2% |
| Participant deferral / active EE | $3,860 | $3,660+5.5% | $4,880-20.9% | $4,126-6.5% |
| Admin fee / account holder | $2,097 | $5,219-59.8% | $6,735-68.9% | $5,651-62.9% |