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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 | $41,355 | $56,894-27.3% | $84,753-51.2% | $62,881-34.2% |
| Participation rate | 58.1% | 68.5%-10.5pp | 76.6%-18.5pp | 69.3%-11.2pp |
| Annual return | 5.29% | 6.30%-1.0pp | 22.78%-17.5pp | 20.14%-14.8pp |
| Employer contribution / active EE | $1,546 | $2,400-35.6% | $3,574-56.7% | $2,281-32.2% |
| Participant deferral / active EE | $3,070 | $2,709+13.3% | $3,712-17.3% | $3,203-4.2% |
| Admin fee / account holder | $9,079 | $3,581+153.5% | $5,333+70.2% | $4,296+111.3% |