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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 | $43,444 | $32,037+35.6% | $69,182-37.2% | $62,881-30.9% |
| Participation rate | 35.9% | 43.4%-7.5pp | 55.1%-19.2pp | 69.3%-33.4pp |
| Annual return | 7.65% | 15.16%-7.5pp | -21.93%+29.6pp | 20.14%-12.5pp |
| Employer contribution / active EE | $499 | $679-26.6% | $1,206-58.7% | $2,281-78.1% |
| Participant deferral / active EE | $895 | $1,185-24.5% | $1,897-52.8% | $3,203-72.1% |
| Admin fee / account holder | $1,364 | $2,608-47.7% | $2,697-49.4% | $4,296-68.2% |