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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 | $40,563 | $106,524-61.9% | $152,301-73.4% | $87,485-53.6% |
| Participation rate | 32.4% | 75.8%-43.3pp | 82.4%-50.0pp | 68.9%-36.5pp |
| Annual return | 15.91% | 26.89%-11.0pp | 80.50%-64.6pp | 26.06%-10.1pp |
| Employer contribution / active EE | $1,207 | $3,371-64.2% | $4,624-73.9% | $2,596-53.5% |
| Participant deferral / active EE | $2,684 | $6,525-58.9% | $8,004-66.5% | $4,274-37.2% |
| Admin fee / account holder | $4,101 | $8,287-50.5% | $14,398-71.5% | $7,775-47.3% |