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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 | $32,438 | $49,255-34.1% | $70,494-54.0% | $79,856-59.4% |
| Participation rate | 63.3% | 69.2%-5.8pp | 75.1%-11.7pp | 69.6%-6.3pp |
| Annual return | 11.68% | 30.10%-18.4pp | 109.16%-97.5pp | 31.71%-20.0pp |
| Employer contribution / active EE | $1,188 | $2,100-43.4% | $2,738-56.6% | $2,471-51.9% |
| Participant deferral / active EE | $5,762 | $2,768+108.2% | $3,711+55.3% | $3,741+54.1% |
| Admin fee / account holder | $911 | $2,879-68.3% | $3,848-76.3% | $5,306-82.8% |