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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 | $57,337 | $80,855-29.1% | $153,416-62.6% | $86,983-34.1% |
| Participation rate | 37.0% | 64.1%-27.1pp | 74.3%-37.3pp | 69.5%-32.5pp |
| Annual return | 16.31% | 16.18%+0.1pp | 17.84%-1.5pp | 25.83%-9.5pp |
| Employer contribution / active EE | $1,098 | $2,308-52.4% | $3,764-70.8% | $2,584-57.5% |
| Participant deferral / active EE | $2,037 | $3,333-38.9% | $4,723-56.9% | $4,194-51.4% |
| Admin fee / account holder | $2,471 | $6,908-64.2% | $13,095-81.1% | $7,856-68.5% |