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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 | $43,883 | $88,707-50.5% | $74,184-40.8% | $273,972-84.0% |
| Participation rate | 41.2% | 79.4%-38.3pp | 76.6%-35.4pp | 83.0%-41.8pp |
| Annual return | 6.66% | 11.94%-5.3pp | 17.74%-11.1pp | 41.46%-34.8pp |
| Employer contribution / active EE | $1,180 | $3,159-62.6% | $2,370-50.2% | $4,869-75.8% |
| Participant deferral / active EE | $2,566 | $4,212-39.1% | $3,550-27.7% | $5,287-51.5% |
| Admin fee / account holder | $1,340 | $8,717-84.6% | $5,586-76.0% | $10,133-86.8% |