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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 | $29,534 | $51,222-42.3% | $70,544-58.1% | $75,173-60.7% |
| Participation rate | 47.4% | 61.0%-13.6pp | 68.4%-21.0pp | 67.2%-19.8pp |
| Annual return | 19.27% | 30.06%-10.8pp | 32.79%-13.5pp | 160.72%-141.4pp |
| Employer contribution / active EE | $1,802 | $1,827-1.3% | $2,976-39.4% | $2,671-32.5% |
| Participant deferral / active EE | $3,341 | $2,850+17.2% | $4,568-26.9% | $4,126-19.0% |
| Admin fee / account holder | $1,358 | $4,096-66.8% | $6,427-78.9% | $5,651-76.0% |