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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 | $31,122 | $37,446-16.9% | $77,513-59.8% | $79,852-61.0% |
| Participation rate | 64.0% | 41.5%+22.5pp | 54.2%+9.8pp | 69.6%-5.6pp |
| Annual return | 20.20% | 39.76%-19.6pp | 54.81%-34.6pp | 31.72%-11.5pp |
| Employer contribution / active EE | $714 | $637+12.0% | $987-27.7% | $2,471-71.1% |
| Participant deferral / active EE | $1,005 | $1,261-20.3% | $1,861-46.0% | $3,740-73.1% |
| Admin fee / account holder | $531 | $2,506-78.8% | $2,859-81.4% | $5,306-90.0% |