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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 | $40,810 | $81,504-49.9% | $102,437-60.2% | $80,959-49.6% |
| Participation rate | 36.1% | 66.9%-30.7pp | 74.5%-38.4pp | 67.7%-31.6pp |
| Annual return | 12.82% | 25.60%-12.8pp | 24.95%-12.1pp | 35.67%-22.8pp |
| Employer contribution / active EE | $1,959 | $3,104-36.9% | $3,871-49.4% | $2,757-28.9% |
| Participant deferral / active EE | $4,660 | $3,871+20.4% | $5,060-7.9% | $4,300+8.4% |
| Admin fee / account holder | $537 | $6,719-92.0% | $8,388-93.6% | $6,925-92.2% |