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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 | $40,115 | $32,037+25.2% | $69,182-42.0% | $62,881-36.2% |
| Participation rate | 24.1% | 43.4%-19.3pp | 55.1%-31.0pp | 69.3%-45.2pp |
| Annual return | 6.14% | 15.16%-9.0pp | -21.93%+28.1pp | 20.14%-14.0pp |
| Employer contribution / active EE | $543 | $679-20.1% | $1,206-55.0% | $2,281-76.2% |
| Participant deferral / active EE | $1,148 | $1,185-3.2% | $1,897-39.5% | $3,203-64.2% |
| Admin fee / account holder | $1,215 | $2,608-53.4% | $2,697-54.9% | $4,296-71.7% |