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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 | $41,002 | $56,287-27.2% | $80,977-49.4% | $62,881-34.8% |
| Participation rate | 48.3% | 68.9%-20.7pp | 75.8%-27.5pp | 69.3%-21.0pp |
| Annual return | 6.29% | 22.13%-15.8pp | 17.11%-10.8pp | 20.14%-13.9pp |
| Employer contribution / active EE | $1,166 | $1,943-40.0% | $3,715-68.6% | $2,281-48.9% |
| Participant deferral / active EE | $1,901 | $4,196-54.7% | $5,696-66.6% | $3,203-40.7% |
| Admin fee / account holder | $4,980 | $3,742+33.1% | $5,517-9.7% | $4,296+15.9% |