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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 | $39,739 | $45,438-12.5% | $80,004-50.3% | $59,633-33.4% |
| Participation rate | 59.3% | 63.7%-4.5pp | 73.0%-13.7pp | 68.7%-9.4pp |
| Annual return | -0.80% | 5.10%-5.9pp | 7.63%-8.4pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $1,008 | $1,236-18.4% | $2,473-59.2% | $2,203-54.2% |
| Participant deferral / active EE | $1,350 | $2,231-39.5% | $3,204-57.9% | $3,192-57.7% |
| Admin fee / account holder | $2,174 | $3,464-37.2% | $5,033-56.8% | $4,297-49.4% |