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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 | $39,290 | $106,749-63.2% | $145,433-73.0% | $82,448-52.3% |
| Participation rate | 53.3% | 75.6%-22.3pp | 82.1%-28.8pp | 68.1%-14.7pp |
| Annual return | 21.82% | 27.59%-5.8pp | 66.58%-44.8pp | 41.64%-19.8pp |
| Employer contribution / active EE | $2,162 | $3,444-37.2% | $4,554-52.5% | $2,551-15.3% |
| Participant deferral / active EE | $5,142 | $6,519-21.1% | $7,897-34.9% | $4,139+24.2% |
| Admin fee / account holder | $812 | $8,390-90.3% | $13,129-93.8% | $7,234-88.8% |