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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 | $38,347 | $55,932-31.4% | $76,735-50.0% | $67,986-43.6% |
| Participation rate | 47.0% | 50.8%-3.8pp | 69.5%-22.5pp | 57.2%-10.2pp |
| Annual return | 16.66% | 23.10%-6.4pp | 29.77%-13.1pp | 31.67%-15.0pp |
| Employer contribution / active EE | $1,320 | $1,487-11.2% | $2,454-46.2% | $2,019-34.6% |
| Participant deferral / active EE | $2,061 | $2,558-19.4% | $4,088-49.6% | $3,358-38.6% |
| Admin fee / account holder | $3,297 | $4,907-32.8% | $7,189-54.1% | $3,203+2.9% |