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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 | $41,229 | $46,297-10.9% | $71,671-42.5% | $62,293-33.8% |
| Participation rate | 42.7% | 60.6%-17.9pp | 68.7%-26.0pp | 69.5%-26.8pp |
| Annual return | 18.24% | 22.32%-4.1pp | 20.65%-2.4pp | 28.90%-10.7pp |
| Employer contribution / active EE | $883 | $1,412-37.4% | $2,460-64.1% | $2,042-56.8% |
| Participant deferral / active EE | $1,474 | $2,235-34.1% | $3,438-57.1% | $3,169-53.5% |
| Admin fee / account holder | $1,278 | $461+177.4% | $5,558-77.0% | $479+166.6% |