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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 | $56,277-33.2% | $80,976-53.6% | $62,891-40.3% |
| Participation rate | 52.0% | 69.0%-17.0pp | 75.8%-23.8pp | 69.3%-17.3pp |
| Annual return | 7.41% | 22.12%-14.7pp | 17.10%-9.7pp | 20.14%-12.7pp |
| Employer contribution / active EE | $794 | $1,943-59.1% | $3,714-78.6% | $2,281-65.2% |
| Participant deferral / active EE | $2,297 | $4,195-45.3% | $5,696-59.7% | $3,203-28.3% |
| Admin fee / account holder | $4,110 | $3,741+9.9% | $5,516-25.5% | $4,296-4.3% |