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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 | $41,186 | $57,119-27.9% | $85,187-51.7% | $80,935-49.1% |
| Participation rate | 44.8% | 56.4%-11.6pp | 67.5%-22.7pp | 67.7%-22.8pp |
| Annual return | 22.53% | 21.70%+0.8pp | 66.67%-44.1pp | 35.66%-13.1pp |
| Employer contribution / active EE | $1,481 | $1,802-17.8% | $2,732-45.8% | $2,757-46.3% |
| Participant deferral / active EE | $3,856 | $3,115+23.8% | $4,525-14.8% | $4,299-10.3% |
| Admin fee / account holder | $394 | $4,990-92.1% | $6,162-93.6% | $6,924-94.3% |