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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 | $37,351 | $76,551-51.2% | $123,894-69.9% | $62,881-40.6% |
| Participation rate | 44.7% | 73.0%-28.2pp | 81.4%-36.7pp | 69.3%-24.6pp |
| Annual return | 7.52% | 18.68%-11.2pp | 47.52%-40.0pp | 20.14%-12.6pp |
| Employer contribution / active EE | $912 | $2,882-68.3% | $4,617-80.2% | $2,281-60.0% |
| Participant deferral / active EE | $2,585 | $4,840-46.6% | $5,984-56.8% | $3,203-19.3% |
| Admin fee / account holder | $7,295 | $4,826+51.2% | $8,357-12.7% | $4,296+69.8% |