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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 | $40,011 | $56,894-29.7% | $84,753-52.8% | $62,881-36.4% |
| Participation rate | 41.7% | 68.5%-26.9pp | 76.6%-34.9pp | 69.3%-27.6pp |
| Annual return | 9.62% | 6.30%+3.3pp | 22.78%-13.2pp | 20.14%-10.5pp |
| Employer contribution / active EE | $1,273 | $2,400-47.0% | $3,574-64.4% | $2,281-44.2% |
| Participant deferral / active EE | $3,408 | $2,709+25.8% | $3,712-8.2% | $3,203+6.4% |
| Admin fee / account holder | $8,300 | $3,581+131.8% | $5,333+55.6% | $4,296+93.2% |