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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 | $34,730 | $41,377-16.1% | $109,313-68.2% | $62,881-44.8% |
| Participation rate | 46.7% | 57.5%-10.9pp | 71.3%-24.6pp | 69.3%-22.6pp |
| Annual return | 7.24% | 11.05%-3.8pp | 22.07%-14.8pp | 20.14%-12.9pp |
| Employer contribution / active EE | $1,346 | $1,276+5.5% | $3,892-65.4% | $2,281-41.0% |
| Participant deferral / active EE | $2,814 | $2,045+37.6% | $3,166-11.1% | $3,203-12.2% |
| Admin fee / account holder | $1,505 | $2,884-47.8% | $5,666-73.4% | $4,296-65.0% |