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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 | $81,476-50.5% | $102,383-60.6% | $80,925-50.2% |
| Participation rate | 35.3% | 66.8%-31.6pp | 74.5%-39.2pp | 67.7%-32.4pp |
| Annual return | 14.04% | 25.59%-11.6pp | 24.94%-10.9pp | 35.65%-21.6pp |
| Employer contribution / active EE | $1,132 | $3,105-63.5% | $3,870-70.8% | $2,756-58.9% |
| Participant deferral / active EE | $3,870 | $3,8710% | $5,060-23.5% | $4,299-10.0% |
| Admin fee / account holder | $3,987 | $6,717-40.7% | $8,391-52.5% | $6,940-42.6% |