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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 | $32,314 | $43,749-26.1% | $158,223-79.6% | $65,306-50.5% |
| Participation rate | 54.5% | 56.9%-2.3pp | 79.2%-24.7pp | 57.7%-3.1pp |
| Annual return | 15.43% | 19.41%-4.0pp | 52.09%-36.7pp | 21.94%-6.5pp |
| Employer contribution / active EE | $1,096 | $1,497-26.8% | $4,109-73.3% | $1,967-44.3% |
| Participant deferral / active EE | $1,636 | $2,019-19.0% | $5,467-70.1% | $2,959-44.7% |
| Admin fee / account holder | $1,773 | $1,930-8.1% | $16,047-88.9% | $3,480-49.0% |