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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 | $34,718 | $60,349-42.5% | $74,184-53.2% | $62,881-44.8% |
| Participation rate | 55.9% | 72.7%-16.8pp | 76.6%-20.7pp | 69.3%-13.4pp |
| Annual return | 6.52% | 21.38%-14.9pp | 17.74%-11.2pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,416 | $1,680-15.7% | $2,370-40.2% | $2,281-37.9% |
| Participant deferral / active EE | $2,009 | $2,856-29.7% | $3,550-43.4% | $3,203-37.3% |
| Admin fee / account holder | $3,342 | $4,261-21.6% | $5,586-40.2% | $4,296-22.2% |