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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 | $29,480 | $65,685-55.1% | $57,181-48.4% | $273,968-89.2% |
| Participation rate | 53.3% | 78.3%-25.0pp | 75.3%-22.0pp | 83.0%-29.7pp |
| Annual return | 7.62% | 21.99%-14.4pp | 14.59%-7.0pp | 41.45%-33.8pp |
| Employer contribution / active EE | $1,732 | $3,279-47.2% | $2,682-35.4% | $4,869-64.4% |
| Participant deferral / active EE | $2,356 | $3,781-37.7% | $3,096-23.9% | $5,287-55.4% |
| Admin fee / account holder | $3,847 | $4,835-20.4% | $3,139+22.5% | $10,132-62.0% |