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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 | $42,194 | $77,574-45.6% | $108,753-61.2% | $86,983-51.5% |
| Participation rate | 47.1% | 62.3%-15.2pp | 71.1%-24.0pp | 69.5%-22.5pp |
| Annual return | 13.84% | 18.42%-4.6pp | 37.47%-23.6pp | 25.83%-12.0pp |
| Employer contribution / active EE | $482 | $1,611-70.1% | $2,427-80.2% | $2,584-81.4% |
| Participant deferral / active EE | $2,747 | $3,128-12.2% | $4,115-33.2% | $4,194-34.5% |
| Admin fee / account holder | $10,186 | $6,529+56.0% | $10,320-1.3% | $7,856+29.7% |