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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 | $57,119-40.5% | $85,187-60.1% | $80,935-58.0% |
| Participation rate | 47.5% | 56.4%-9.0pp | 67.5%-20.1pp | 67.7%-20.2pp |
| Annual return | 14.70% | 21.70%-7.0pp | 66.67%-52.0pp | 35.66%-21.0pp |
| Employer contribution / active EE | $1,976 | $1,802+9.7% | $2,732-27.7% | $2,757-28.3% |
| Participant deferral / active EE | $3,524 | $3,115+13.1% | $4,525-22.1% | $4,299-18.0% |
| Admin fee / account holder | $2,329 | $4,990-53.3% | $6,162-62.2% | $6,924-66.4% |