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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 | $37,016 | $65,685-43.6% | $57,183-35.3% | $273,970-86.5% |
| Participation rate | 57.1% | 78.3%-21.2pp | 75.3%-18.2pp | 83.0%-25.9pp |
| Annual return | 5.53% | 21.99%-16.5pp | 14.59%-9.1pp | 41.46%-35.9pp |
| Employer contribution / active EE | $4,276 | $3,279+30.4% | $2,682+59.4% | $4,869-12.2% |
| Participant deferral / active EE | $991 | $3,781-73.8% | $3,096-68.0% | $5,287-81.2% |
| Admin fee / account holder | $1,415 | $4,835-70.7% | $3,139-54.9% | $10,132-86.0% |