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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 | $41,897 | $39,132+7.1% | $57,196-26.7% | $62,881-33.4% |
| Participation rate | 31.3% | 70.5%-39.2pp | 75.3%-44.1pp | 69.3%-38.1pp |
| Annual return | 3.86% | 9.24%-5.4pp | 14.59%-10.7pp | 20.14%-16.3pp |
| Employer contribution / active EE | $1,061 | $1,874-43.4% | $2,683-60.4% | $2,281-53.5% |
| Participant deferral / active EE | $1,144 | $2,374-51.8% | $3,096-63.1% | $3,203-64.3% |
| Admin fee / account holder | $1,790 | $2,594-31.0% | $3,141-43.0% | $4,296-58.3% |