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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 | $37,217 | $43,344-14.1% | $59,899-37.9% | $64,173-42.0% |
| Participation rate | 57.0% | 69.2%-12.2pp | 74.7%-17.7pp | 69.6%-12.6pp |
| Annual return | 10.93% | -1.55%+12.5pp | 3.46%+7.5pp | 7.63%+3.3pp |
| Employer contribution / active EE | $1,629 | $2,030-19.7% | $2,723-40.2% | $2,381-31.6% |
| Participant deferral / active EE | $3,681 | $2,547+44.5% | $3,402+8.2% | $3,470+6.1% |
| Admin fee / account holder | $1,315 | $3,008-56.3% | $3,592-63.4% | $4,887-73.1% |