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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 | $37,468 | $51,283-26.9% | $95,728-60.9% | $71,495-47.6% |
| Participation rate | 37.8% | 63.1%-25.3pp | 72.3%-34.5pp | 67.9%-30.2pp |
| Annual return | 15.03% | 25.25%-10.2pp | 28.40%-13.4pp | 28.85%-13.8pp |
| Employer contribution / active EE | $979 | $1,817-46.2% | $2,835-65.5% | $2,589-62.2% |
| Participant deferral / active EE | $1,496 | $3,365-55.5% | $4,245-64.8% | $4,291-65.1% |
| Admin fee / account holder | $13,026 | $1,135+1047.7% | $5,673+129.6% | $1,588+720.4% |