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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 | $30,945 | $49,239-37.2% | $70,462-56.1% | $79,858-61.2% |
| Participation rate | 53.1% | 69.2%-16.0pp | 75.1%-21.9pp | 69.6%-16.5pp |
| Annual return | 14.70% | 30.08%-15.4pp | 109.08%-94.4pp | 31.72%-17.0pp |
| Employer contribution / active EE | $1,564 | $2,100-25.5% | $2,737-42.9% | $2,471-36.7% |
| Participant deferral / active EE | $4,929 | $2,769+78.0% | $3,710+32.9% | $3,740+31.8% |
| Admin fee / account holder | $1,104 | $2,876-61.6% | $3,845-71.3% | $5,306-79.2% |