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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 | $37,796 | $76,551-50.6% | $123,894-69.5% | $62,881-39.9% |
| Participation rate | 56.4% | 73.0%-16.6pp | 81.4%-25.0pp | 69.3%-12.9pp |
| Annual return | 6.94% | 18.68%-11.7pp | 47.52%-40.6pp | 20.14%-13.2pp |
| Employer contribution / active EE | $1,001 | $2,882-65.3% | $4,617-78.3% | $2,281-56.1% |
| Participant deferral / active EE | $3,640 | $4,840-24.8% | $5,984-39.2% | $3,203+13.7% |
| Admin fee / account holder | $2,077 | $4,826-57.0% | $8,357-75.2% | $4,296-51.7% |