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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 | $43,361 | $48,118-9.9% | $136,833-68.3% | $94,015-53.9% |
| Participation rate | 32.3% | 47.4%-15.1pp | 59.0%-26.8pp | 70.8%-38.6pp |
| Annual return | 17.06% | 14.65%+2.4pp | 35.32%-18.3pp | 17.84%-0.8pp |
| Employer contribution / active EE | $1,236 | $821+50.7% | $1,319-6.2% | $2,790-55.7% |
| Participant deferral / active EE | $1,540 | $1,651-6.7% | $2,441-36.9% | $4,249-63.8% |
| Admin fee / account holder | $2,788 | $3,059-8.9% | $4,706-40.8% | $8,951-68.9% |