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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 | $41,432 | $76,551-45.9% | $123,894-66.6% | $62,881-34.1% |
| Participation rate | 51.7% | 73.0%-21.3pp | 81.4%-29.7pp | 69.3%-17.6pp |
| Annual return | 8.12% | 18.68%-10.6pp | 47.52%-39.4pp | 20.14%-12.0pp |
| Employer contribution / active EE | $916 | $2,882-68.2% | $4,617-80.2% | $2,281-59.8% |
| Participant deferral / active EE | $3,700 | $4,840-23.6% | $5,984-38.2% | $3,203+15.5% |
| Admin fee / account holder | $5,904 | $4,826+22.3% | $8,357-29.4% | $4,296+37.4% |