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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 | $38,183 | $41,377-7.7% | $109,313-65.1% | $62,881-39.3% |
| Participation rate | 47.9% | 57.5%-9.6pp | 71.3%-23.3pp | 69.3%-21.4pp |
| Annual return | 5.81% | 11.05%-5.2pp | 22.07%-16.3pp | 20.14%-14.3pp |
| Employer contribution / active EE | $963 | $1,276-24.6% | $3,892-75.3% | $2,281-57.8% |
| Participant deferral / active EE | $1,493 | $2,045-27.0% | $3,166-52.8% | $3,203-53.4% |
| Admin fee / account holder | $13,006 | $2,884+351.0% | $5,666+129.5% | $4,296+202.8% |