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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 | $40,313 | $81,504-50.5% | $102,437-60.6% | $80,959-50.2% |
| Participation rate | 35.3% | 66.9%-31.6pp | 74.5%-39.2pp | 67.7%-32.4pp |
| Annual return | 14.04% | 25.60%-11.6pp | 24.95%-10.9pp | 35.67%-21.6pp |
| Employer contribution / active EE | $1,132 | $3,104-63.5% | $3,871-70.8% | $2,757-59.0% |
| Participant deferral / active EE | $3,870 | $3,8710% | $5,060-23.5% | $4,300-10.0% |
| Admin fee / account holder | $3,987 | $6,719-40.7% | $8,388-52.5% | $6,925-42.4% |