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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 | $41,016-21.2% | $152,093-78.8% | $64,097-49.6% |
| Participation rate | 54.5% | 51.3%+3.2pp | 77.8%-23.2pp | 55.2%-0.6pp |
| Annual return | 15.43% | 39.60%-24.2pp | 66.36%-50.9pp | 34.64%-19.2pp |
| Employer contribution / active EE | $1,096 | $1,342-18.4% | $4,175-73.8% | $1,891-42.1% |
| Participant deferral / active EE | $1,636 | $1,927-15.1% | $5,451-70.0% | $3,080-46.9% |
| Admin fee / account holder | $1,773 | $2,305-23.1% | $14,497-87.8% | $3,454-48.7% |