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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 | $37,606 | $47,944-21.6% | $67,834-44.6% | $62,881-40.2% |
| Participation rate | 42.2% | 61.1%-18.8pp | 68.8%-26.6pp | 69.3%-27.1pp |
| Annual return | 7.33% | 11.77%-4.4pp | 138.47%-131.1pp | 20.14%-12.8pp |
| Employer contribution / active EE | $903 | $1,562-42.2% | $2,403-62.4% | $2,281-60.4% |
| Participant deferral / active EE | $1,513 | $2,247-32.7% | $3,160-52.1% | $3,203-52.8% |
| Admin fee / account holder | $1,655 | $3,712-55.4% | $4,622-64.2% | $4,296-61.5% |