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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 | $29,679 | $79,961-62.9% | $98,462-69.9% | $75,177-60.5% |
| Participation rate | 59.1% | 70.4%-11.3pp | 75.2%-16.1pp | 67.2%-8.1pp |
| Annual return | 14.23% | 19.75%-5.5pp | 21.17%-6.9pp | 160.75%-146.5pp |
| Employer contribution / active EE | $1,959 | $2,264-13.5% | $3,049-35.7% | $2,671-26.6% |
| Participant deferral / active EE | $2,857 | $3,753-23.9% | $4,738-39.7% | $4,126-30.8% |
| Admin fee / account holder | $1,918 | $6,842-72.0% | $8,875-78.4% | $5,651-66.1% |