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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 | $38,624 | $72,273-46.6% | $101,275-61.9% | $79,856-51.6% |
| Participation rate | 44.1% | 68.5%-24.3pp | 75.8%-31.7pp | 69.6%-25.5pp |
| Annual return | 14.80% | 22.30%-7.5pp | 46.48%-31.7pp | 31.71%-16.9pp |
| Employer contribution / active EE | $1,429 | $2,691-46.9% | $3,660-61.0% | $2,471-42.2% |
| Participant deferral / active EE | $1,827 | $3,282-44.3% | $4,371-58.2% | $3,741-51.1% |
| Admin fee / account holder | $1,838 | $4,401-58.2% | $5,948-69.1% | $5,306-65.4% |