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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 | $99,875-60.7% | $146,866-73.2% | $86,983-54.8% |
| Participation rate | 53.3% | 75.8%-22.5pp | 82.5%-29.2pp | 69.5%-16.2pp |
| Annual return | 21.82% | 28.10%-6.3pp | 102.85%-81.0pp | 25.83%-4.0pp |
| Employer contribution / active EE | $2,162 | $3,224-33.0% | $4,425-51.1% | $2,584-16.4% |
| Participant deferral / active EE | $5,142 | $6,322-18.7% | $7,759-33.7% | $4,194+22.6% |
| Admin fee / account holder | $812 | $7,838-89.6% | $13,620-94.0% | $7,856-89.7% |