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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 | $37,573 | $56,287-33.2% | $80,977-53.6% | $62,881-40.2% |
| Participation rate | 52.0% | 68.9%-16.9pp | 75.8%-23.8pp | 69.3%-17.3pp |
| Annual return | 7.41% | 22.13%-14.7pp | 17.11%-9.7pp | 20.14%-12.7pp |
| Employer contribution / active EE | $794 | $1,943-59.1% | $3,715-78.6% | $2,281-65.2% |
| Participant deferral / active EE | $2,297 | $4,196-45.3% | $5,696-59.7% | $3,203-28.3% |
| Admin fee / account holder | $4,110 | $3,742+9.8% | $5,517-25.5% | $4,296-4.3% |