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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 | $40,183 | $99,345-59.6% | $84,753-52.6% | $273,972-85.3% |
| Participation rate | 68.8% | 80.7%-11.9pp | 76.6%-7.8pp | 83.0%-14.3pp |
| Annual return | 9.82% | 22.93%-13.1pp | 22.78%-13.0pp | 41.46%-31.6pp |
| Employer contribution / active EE | $1,775 | $4,214-57.9% | $3,574-50.3% | $4,869-63.5% |
| Participant deferral / active EE | $4,171 | $4,270-2.3% | $3,712+12.4% | $5,287-21.1% |
| Admin fee / account holder | $4,300 | $6,645-35.3% | $5,333-19.4% | $10,133-57.6% |