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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 | $34,787 | $108,825-68.0% | $156,181-77.7% | $82,448-57.8% |
| Participation rate | 66.0% | 72.4%-6.4pp | 78.8%-12.8pp | 68.1%-2.1pp |
| Annual return | 13.81% | 20.59%-6.8pp | 64.87%-51.1pp | 41.64%-27.8pp |
| Employer contribution / active EE | $1,472 | $2,870-48.7% | $4,294-65.7% | $2,551-42.3% |
| Participant deferral / active EE | $3,026 | $4,577-33.9% | $6,132-50.6% | $4,139-26.9% |
| Admin fee / account holder | $1,111 | $9,341-88.1% | $14,586-92.4% | $7,234-84.6% |