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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 | $37,190 | $63,904-41.8% | $89,340-58.4% | $67,986-45.3% |
| Participation rate | 40.8% | 54.3%-13.5pp | 69.6%-28.8pp | 57.2%-16.4pp |
| Annual return | 16.86% | 18.09%-1.2pp | 20.57%-3.7pp | 31.67%-14.8pp |
| Employer contribution / active EE | $1,334 | $1,627-18.1% | $2,231-40.2% | $2,019-33.9% |
| Participant deferral / active EE | $2,253 | $2,691-16.3% | $3,823-41.1% | $3,358-32.9% |
| Admin fee / account holder | $915 | $3,315-72.4% | $6,704-86.3% | $3,203-71.4% |