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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 | $27,496 | $69,590-60.5% | $136,867-79.9% | $94,015-70.8% |
| Participation rate | 40.4% | 66.3%-25.9pp | 74.5%-34.1pp | 70.8%-30.4pp |
| Annual return | 54.93% | 19.62%+35.3pp | 42.97%+12.0pp | 17.84%+37.1pp |
| Employer contribution / active EE | $1,754 | $2,396-26.8% | $3,547-50.5% | $2,790-37.1% |
| Participant deferral / active EE | $2,347 | $3,437-31.7% | $4,924-52.3% | $4,249-44.8% |
| Admin fee / account holder | $5,435 | $8,912-39.0% | $10,340-47.4% | $8,951-39.3% |