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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 | $65,246-9.8% | $98,716-40.4% | $67,986-13.4% |
| Participation rate | 31.7% | 51.4%-19.7pp | 69.3%-37.5pp | 57.2%-25.5pp |
| Annual return | 14.16% | 20.58%-6.4pp | 31.81%-17.7pp | 31.67%-17.5pp |
| Employer contribution / active EE | $1,208 | $1,042+15.9% | $2,279-47.0% | $2,019-40.2% |
| Participant deferral / active EE | $2,236 | $2,594-13.8% | $4,048-44.8% | $3,358-33.4% |
| Admin fee / account holder | $3,099 | $4,561-32.1% | $8,703-64.4% | $3,203-3.3% |