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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 | $37,430 | $39,132-4.3% | $57,196-34.6% | $62,881-40.5% |
| Participation rate | 39.3% | 70.5%-31.2pp | 75.3%-36.0pp | 69.3%-30.0pp |
| Annual return | 6.15% | 9.24%-3.1pp | 14.59%-8.4pp | 20.14%-14.0pp |
| Employer contribution / active EE | $768 | $1,874-59.0% | $2,683-71.4% | $2,281-66.3% |
| Participant deferral / active EE | $1,721 | $2,374-27.5% | $3,096-44.4% | $3,203-46.3% |
| Admin fee / account holder | $2,423 | $2,594-6.6% | $3,141-22.9% | $4,296-43.6% |