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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 | $35,401 | $56,894-37.8% | $84,753-58.2% | $62,881-43.7% |
| Participation rate | 58.8% | 68.5%-9.8pp | 76.6%-17.8pp | 69.3%-10.5pp |
| Annual return | 5.07% | 6.30%-1.2pp | 22.78%-17.7pp | 20.14%-15.1pp |
| Employer contribution / active EE | $5,222 | $2,400+117.6% | $3,574+46.1% | $2,281+129.0% |
| Participant deferral / active EE | $1,904 | $2,709-29.7% | $3,712-48.7% | $3,203-40.5% |
| Admin fee / account holder | $1,957 | $3,581-45.4% | $5,333-63.3% | $4,296-54.4% |