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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 | $34,318 | $55,684-38.4% | $75,900-54.8% | $72,976-53.0% |
| Participation rate | 48.3% | 61.1%-12.9pp | 69.3%-21.0pp | 69.5%-21.2pp |
| Annual return | 22.95% | 27.60%-4.6pp | 30.73%-7.8pp | 81.02%-58.1pp |
| Employer contribution / active EE | $1,362 | $1,687-19.3% | $2,501-45.6% | $2,440-44.2% |
| Participant deferral / active EE | $2,498 | $2,634-5.2% | $3,604-30.7% | $3,608-30.8% |
| Admin fee / account holder | $397 | $3,981-90.0% | $5,421-92.7% | $5,124-92.3% |