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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 | $41,129 | $72,486-43.3% | $87,103-52.8% | $72,976-43.6% |
| Participation rate | 30.8% | 72.8%-42.0pp | 76.9%-46.1pp | 69.5%-38.7pp |
| Annual return | 23.49% | 24.46%-1.0pp | 28.19%-4.7pp | 81.02%-57.5pp |
| Employer contribution / active EE | $937 | $1,894-50.5% | $2,521-62.8% | $2,440-61.6% |
| Participant deferral / active EE | $3,141 | $3,270-3.9% | $4,049-22.4% | $3,608-12.9% |
| Admin fee / account holder | $9,105 | $5,055+80.1% | $7,491+21.5% | $5,124+77.7% |