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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 | $39,606 | $60,795-34.9% | $69,464-43.0% | $65,185-39.2% |
| Participation rate | 63.3% | 74.9%-11.6pp | 74.6%-11.3pp | 70.2%-6.9pp |
| Annual return | 9.44% | 17.46%-8.0pp | 28.98%-19.5pp | 29.38%-19.9pp |
| Employer contribution / active EE | $1,134 | $2,452-53.8% | $2,779-59.2% | $2,177-47.9% |
| Participant deferral / active EE | $5,383 | $3,162+70.2% | $3,536+52.2% | $3,514+53.2% |
| Admin fee / account holder | $3,802 | $314+1112.1% | $3,840-1.0% | $847+348.8% |