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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 | $39,969 | $69,590-42.6% | $136,867-70.8% | $94,015-57.5% |
| Participation rate | 48.8% | 66.3%-17.5pp | 74.5%-25.7pp | 70.8%-22.0pp |
| Annual return | 11.00% | 19.62%-8.6pp | 42.97%-32.0pp | 17.84%-6.8pp |
| Employer contribution / active EE | $613 | $2,396-74.4% | $3,547-82.7% | $2,790-78.0% |
| Participant deferral / active EE | $3,372 | $3,437-1.9% | $4,924-31.5% | $4,249-20.7% |
| Admin fee / account holder | $1,267 | $8,912-85.8% | $10,340-87.7% | $8,951-85.8% |