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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 | $45,681 | $39,132+16.7% | $57,196-20.1% | $62,881-27.4% |
| Participation rate | 34.1% | 70.5%-36.3pp | 75.3%-41.2pp | 69.3%-35.2pp |
| Annual return | 4.64% | 9.24%-4.6pp | 14.59%-10.0pp | 20.14%-15.5pp |
| Employer contribution / active EE | $664 | $1,874-64.6% | $2,683-75.3% | $2,281-70.9% |
| Participant deferral / active EE | $1,837 | $2,374-22.6% | $3,096-40.7% | $3,203-42.6% |
| Admin fee / account holder | $7,915 | $2,594+205.1% | $3,141+152.0% | $4,296+84.2% |