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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 | $33,610 | $41,377-18.8% | $109,313-69.3% | $62,881-46.6% |
| Participation rate | 43.3% | 57.5%-14.2pp | 71.3%-27.9pp | 69.3%-26.0pp |
| Annual return | 5.63% | 11.05%-5.4pp | 22.07%-16.4pp | 20.14%-14.5pp |
| Employer contribution / active EE | $1,228 | $1,276-3.8% | $3,892-68.4% | $2,281-46.2% |
| Participant deferral / active EE | $2,079 | $2,045+1.7% | $3,166-34.3% | $3,203-35.1% |
| Admin fee / account holder | $3,715 | $2,884+28.8% | $5,666-34.4% | $4,296-13.5% |