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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 | $107,421-63.4% | $182,262-78.4% | $94,015-58.2% |
| Participation rate | 53.3% | 77.8%-24.4pp | 84.2%-30.9pp | 70.8%-17.5pp |
| Annual return | 21.82% | 21.32%+0.5pp | 140.60%-118.8pp | 17.84%+4.0pp |
| Employer contribution / active EE | $2,162 | $3,448-37.3% | $5,046-57.2% | $2,790-22.5% |
| Participant deferral / active EE | $5,142 | $6,558-21.6% | $8,276-37.9% | $4,249+21.0% |
| Admin fee / account holder | $812 | $8,692-90.7% | $16,712-95.1% | $8,951-90.9% |