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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 | $34,813 | $103,966-66.5% | $112,923-69.2% | $75,177-53.7% |
| Participation rate | 35.0% | 75.7%-40.7pp | 80.5%-45.5pp | 67.2%-32.2pp |
| Annual return | 18.42% | 24.54%-6.1pp | 34.13%-15.7pp | 160.75%-142.3pp |
| Employer contribution / active EE | $1,399 | $3,870-63.8% | $4,570-69.4% | $2,671-47.6% |
| Participant deferral / active EE | $2,306 | $5,456-57.7% | $6,520-64.6% | $4,126-44.1% |
| Admin fee / account holder | $3,112 | $7,663-59.4% | $7,046-55.8% | $5,651-44.9% |