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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 | $34,049 | $99,345-65.7% | $84,753-59.8% | $273,972-87.6% |
| Participation rate | 40.0% | 80.7%-40.7pp | 76.6%-36.6pp | 83.0%-43.0pp |
| Annual return | 4.47% | 22.93%-18.5pp | 22.78%-18.3pp | 41.46%-37.0pp |
| Employer contribution / active EE | $1,221 | $4,214-71.0% | $3,574-65.8% | $4,869-74.9% |
| Participant deferral / active EE | $2,297 | $4,270-46.2% | $3,712-38.1% | $5,287-56.6% |
| Admin fee / account holder | $2,453 | $6,645-63.1% | $5,333-54.0% | $10,133-75.8% |