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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 | $33,958 | $57,061-40.5% | $85,063-60.1% | $80,911-58.0% |
| Participation rate | 47.5% | 56.3%-8.9pp | 67.5%-20.0pp | 67.6%-20.2pp |
| Annual return | 14.70% | 21.66%-7.0pp | 66.54%-51.8pp | 35.63%-20.9pp |
| Employer contribution / active EE | $1,976 | $1,799+9.9% | $2,727-27.5% | $2,756-28.3% |
| Participant deferral / active EE | $3,524 | $3,110+13.3% | $4,523-22.1% | $4,297-18.0% |
| Admin fee / account holder | $2,329 | $4,986-53.3% | $6,155-62.2% | $6,935-66.4% |