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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 | $39,641 | $57,590-31.2% | $86,233-54.0% | $82,448-51.9% |
| Participation rate | 37.0% | 57.9%-20.9pp | 69.0%-32.1pp | 68.1%-31.1pp |
| Annual return | 78.57% | 22.41%+56.2pp | 61.39%+17.2pp | 41.64%+36.9pp |
| Employer contribution / active EE | $965 | $1,655-41.7% | $2,504-61.5% | $2,551-62.2% |
| Participant deferral / active EE | $1,855 | $3,080-39.8% | $4,559-59.3% | $4,139-55.2% |
| Admin fee / account holder | $631 | $4,730-86.7% | $8,342-92.4% | $7,234-91.3% |