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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 | $38,349 | $94,439-59.4% | $73,658-47.9% | $154,746-75.2% |
| Participation rate | 53.3% | 64.7%-11.3pp | 57.0%-3.7pp | 80.7%-27.4pp |
| Annual return | 7.30% | 28.25%-20.9pp | 29.72%-22.4pp | 172.34%-165.0pp |
| Employer contribution / active EE | $975 | $1,257-22.4% | $1,032-5.5% | $4,379-77.7% |
| Participant deferral / active EE | $2,210 | $2,527-12.5% | $2,062+7.2% | $6,730-67.2% |
| Admin fee / account holder | $33,644 | $3,843+775.5% | $3,357+902.3% | $14,365+134.2% |