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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 | $67,638-13.0% | $133,346-55.9% | $69,733-15.6% |
| Participation rate | 31.7% | 54.3%-22.5pp | 72.8%-41.1pp | 62.5%-30.7pp |
| Annual return | 14.16% | 13.38%+0.8pp | 36.85%-22.7pp | 15.22%-1.1pp |
| Employer contribution / active EE | $1,208 | $1,177+2.6% | $2,853-57.7% | $2,250-46.3% |
| Participant deferral / active EE | $2,236 | $2,567-12.9% | $4,332-48.4% | $3,054-26.8% |
| Admin fee / account holder | $3,099 | $4,814-35.6% | $14,264-78.3% | $3,102-0.1% |