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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 | $37,616 | $49,249-23.6% | $70,476-46.6% | $79,852-52.9% |
| Participation rate | 48.5% | 69.2%-20.7pp | 75.1%-26.6pp | 69.6%-21.2pp |
| Annual return | 15.46% | 30.09%-14.6pp | 109.12%-93.7pp | 31.72%-16.3pp |
| Employer contribution / active EE | $1,151 | $2,100-45.2% | $2,738-58.0% | $2,471-53.4% |
| Participant deferral / active EE | $2,378 | $2,769-14.1% | $3,710-35.9% | $3,740-36.4% |
| Admin fee / account holder | $1,496 | $2,878-48.0% | $3,847-61.1% | $5,306-71.8% |