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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 | $43,957 | $39,132+12.3% | $57,196-23.1% | $62,881-30.1% |
| Participation rate | 62.9% | 70.5%-7.6pp | 75.3%-12.5pp | 69.3%-6.4pp |
| Annual return | 1.84% | 9.24%-7.4pp | 14.59%-12.8pp | 20.14%-18.3pp |
| Employer contribution / active EE | $1,248 | $1,874-33.4% | $2,683-53.5% | $2,281-45.3% |
| Participant deferral / active EE | $1,332 | $2,374-43.9% | $3,096-57.0% | $3,203-58.4% |
| Admin fee / account holder | $2,945 | $2,594+13.5% | $3,141-6.2% | $4,296-31.5% |