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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 | $41,866 | $39,132+7.0% | $57,196-26.8% | $62,881-33.4% |
| Participation rate | 64.1% | 70.5%-6.4pp | 75.3%-11.2pp | 69.3%-5.2pp |
| Annual return | 6.04% | 9.24%-3.2pp | 14.59%-8.6pp | 20.14%-14.1pp |
| Employer contribution / active EE | $1,945 | $1,874+3.8% | $2,683-27.5% | $2,281-14.7% |
| Participant deferral / active EE | $2,386 | $2,374+0.5% | $3,096-22.9% | $3,203-25.5% |
| Admin fee / account holder | $6,563 | $2,594+153.0% | $3,141+109.0% | $4,296+52.8% |