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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 | $38,599 | $48,078-19.7% | $78,676-50.9% | $62,881-38.6% |
| Participation rate | 59.3% | 65.2%-5.9pp | 73.6%-14.3pp | 69.3%-10.0pp |
| Annual return | 9.55% | 31.36%-21.8pp | 62.19%-52.6pp | 20.14%-10.6pp |
| Employer contribution / active EE | $1,038 | $2,015-48.5% | $2,850-63.6% | $2,281-54.5% |
| Participant deferral / active EE | $2,335 | $2,587-9.7% | $3,517-33.6% | $3,203-27.1% |
| Admin fee / account holder | $9,219 | $3,206+187.6% | $4,510+104.4% | $4,296+114.6% |