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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 | $45,956 | $86,940-47.1% | $102,434-55.1% | $80,935-43.2% |
| Participation rate | 36.1% | 72.4%-36.3pp | 76.5%-40.4pp | 67.7%-31.6pp |
| Annual return | 12.51% | 18.89%-6.4pp | 29.46%-16.9pp | 35.66%-23.2pp |
| Employer contribution / active EE | $2,150 | $2,370-9.3% | $3,023-28.9% | $2,757-22.0% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,055-100.0% | $4,299-100.0% |
| Admin fee / account holder | $347 | $8,047-95.7% | $9,462-96.3% | $6,924-95.0% |