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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 | $58,848 | $64,010-8.1% | $108,359-45.7% | $64,340-8.5% |
| Participation rate | 31.7% | 49.4%-17.6pp | 70.1%-38.4pp | 55.2%-23.5pp |
| Annual return | 14.16% | 19.74%-5.6pp | 36.89%-22.7pp | 24.14%-10.0pp |
| Employer contribution / active EE | $1,208 | $1,029+17.4% | $2,399-49.7% | $1,862-35.1% |
| Participant deferral / active EE | $2,236 | $2,395-6.6% | $4,137-46.0% | $2,980-25.0% |
| Admin fee / account holder | $3,099 | $4,885-36.6% | $9,741-68.2% | $3,703-16.3% |