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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 | $44,369 | $95,453-53.5% | $112,040-60.4% | $82,448-46.2% |
| Participation rate | 34.2% | 72.8%-38.5pp | 76.5%-42.3pp | 68.1%-33.9pp |
| Annual return | 13.21% | 23.92%-10.7pp | 24.52%-11.3pp | 41.64%-28.4pp |
| Employer contribution / active EE | $966 | $2,318-58.3% | $2,954-67.3% | $2,551-62.1% |
| Participant deferral / active EE | $2,196 | $4,224-48.0% | $5,098-56.9% | $4,139-46.9% |
| Admin fee / account holder | $13,296 | $9,013+47.5% | $12,098+9.9% | $7,234+83.8% |