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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 | $45,080 | $58,577-23.0% | $83,323-45.9% | $64,181-29.8% |
| Participation rate | 54.1% | 72.0%-18.0pp | 77.8%-23.7pp | 69.6%-15.5pp |
| Annual return | -7.43% | 9.65%-17.1pp | 10.63%-18.1pp | 7.63%-15.1pp |
| Employer contribution / active EE | $607 | $2,098-71.1% | $3,379-82.0% | $2,381-74.5% |
| Participant deferral / active EE | $4,759 | $4,654+2.3% | $5,565-14.5% | $3,470+37.2% |
| Admin fee / account holder | $8,587 | $9,275-7.4% | $7,539+13.9% | $4,887+75.7% |