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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 | $38,272 | $61,172-37.4% | $185,851-79.4% | $79,389-51.8% |
| Participation rate | 55.9% | 66.6%-10.7pp | 81.7%-25.8pp | 70.7%-14.8pp |
| Annual return | 12.75% | 19.45%-6.7pp | 122.11%-109.4pp | 116.89%-104.1pp |
| Employer contribution / active EE | $1,155 | $2,321-50.2% | $5,168-77.7% | $2,428-52.4% |
| Participant deferral / active EE | $3,082 | $2,788+10.6% | $5,569-44.6% | $4,046-23.8% |
| Admin fee / account holder | $695 | $710-2.0% | $16,245-95.7% | $626+11.0% |