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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 | $41,190 | $76,112-45.9% | $96,534-57.3% | $71,511-42.4% |
| Participation rate | 46.5% | 74.4%-27.9pp | 76.0%-29.4pp | 67.9%-21.4pp |
| Annual return | 18.13% | 22.81%-4.7pp | 25.88%-7.8pp | 28.86%-10.7pp |
| Employer contribution / active EE | $1,327 | $2,248-41.0% | $2,965-55.3% | $2,589-48.8% |
| Participant deferral / active EE | $3,534 | $4,217-16.2% | $4,851-27.1% | $4,291-17.6% |
| Admin fee / account holder | $8,648 | $2,708+219.3% | $8,253+4.8% | $1,588+444.4% |