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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 | $37,686 | $61,391-38.6% | $149,723-74.8% | $71,529-47.3% |
| Participation rate | 45.2% | 62.5%-17.3pp | 78.8%-33.6pp | 67.9%-22.7pp |
| Annual return | 13.93% | 35.88%-21.9pp | 134.50%-120.6pp | 28.97%-15.0pp |
| Employer contribution / active EE | $1,537 | $2,384-35.5% | $4,821-68.1% | $2,590-40.6% |
| Participant deferral / active EE | $3,379 | $2,921+15.7% | $5,682-40.5% | $4,291-21.3% |
| Admin fee / account holder | $4,635 | $1,264+266.7% | $13,215-64.9% | $1,588+191.8% |