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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 | $38,441 | $60,349-36.3% | $74,184-48.2% | $62,881-38.9% |
| Participation rate | 68.8% | 72.7%-4.0pp | 76.6%-7.9pp | 69.3%-0.6pp |
| Annual return | 10.43% | 21.38%-10.9pp | 17.74%-7.3pp | 20.14%-9.7pp |
| Employer contribution / active EE | $1,150 | $1,680-31.6% | $2,370-51.5% | $2,281-49.6% |
| Participant deferral / active EE | $1,265 | $2,856-55.7% | $3,550-64.4% | $3,203-60.5% |
| Admin fee / account holder | $501 | $4,261-88.2% | $5,586-91.0% | $4,296-88.3% |