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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 | $40,703 | $72,269-43.7% | $101,271-59.8% | $79,852-49.0% |
| Participation rate | 61.9% | 68.5%-6.6pp | 75.8%-13.9pp | 69.6%-7.7pp |
| Annual return | 21.17% | 22.29%-1.1pp | 46.48%-25.3pp | 31.72%-10.5pp |
| Employer contribution / active EE | $1,564 | $2,692-41.9% | $3,660-57.3% | $2,471-36.7% |
| Participant deferral / active EE | $2,286 | $3,282-30.3% | $4,371-47.7% | $3,740-38.9% |
| Admin fee / account holder | $2,060 | $4,401-53.2% | $5,948-65.4% | $5,306-61.2% |