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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 | $31,398 | $56,339-44.3% | $104,301-69.9% | $68,486-54.2% |
| Participation rate | 45.8% | 63.3%-17.5pp | 73.3%-27.5pp | 67.9%-22.1pp |
| Annual return | 0.79% | -9.19%+10.0pp | 24.61%-23.8pp | -7.85%+8.6pp |
| Employer contribution / active EE | $6,083 | $1,960+210.3% | $3,373+80.4% | $2,597+134.3% |
| Participant deferral / active EE | $5,365 | $3,077+74.3% | $4,626+16.0% | $4,028+33.2% |
| Admin fee / account holder | $3,823 | $4,902-22.0% | $7,340-47.9% | $5,404-29.2% |