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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 | $37,629 | $37,156+1.3% | $83,854-55.1% | $86,983-56.7% |
| Participation rate | 46.7% | 49.1%-2.4pp | 59.1%-12.4pp | 69.5%-22.9pp |
| Annual return | 16.48% | 29.88%-13.4pp | 31.39%-14.9pp | 25.83%-9.3pp |
| Employer contribution / active EE | $475 | $661-28.2% | $1,017-53.3% | $2,584-81.6% |
| Participant deferral / active EE | $1,027 | $1,418-27.6% | $2,035-49.5% | $4,194-75.5% |
| Admin fee / account holder | $1,135 | $2,510-54.8% | $3,197-64.5% | $7,856-85.6% |