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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 | $39,103 | $65,246-40.1% | $98,716-60.4% | $67,986-42.5% |
| Participation rate | 36.2% | 51.4%-15.2pp | 69.3%-33.1pp | 57.2%-21.0pp |
| Annual return | 47.18% | 20.58%+26.6pp | 31.81%+15.4pp | 31.67%+15.5pp |
| Employer contribution / active EE | $1,069 | $1,042+2.6% | $2,279-53.1% | $2,019-47.0% |
| Participant deferral / active EE | $2,276 | $2,594-12.3% | $4,048-43.8% | $3,358-32.2% |
| Admin fee / account holder | $2,509 | $4,561-45.0% | $8,703-71.2% | $3,203-21.7% |