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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 | $33,755 | $78,015-56.7% | $178,505-81.1% | $80,959-58.3% |
| Participation rate | 47.4% | 65.7%-18.2pp | 77.1%-29.7pp | 67.7%-20.2pp |
| Annual return | 15.33% | 18.10%-2.8pp | 27.16%-11.8pp | 35.67%-20.3pp |
| Employer contribution / active EE | $1,465 | $2,281-35.8% | $3,955-63.0% | $2,757-46.9% |
| Participant deferral / active EE | $2,708 | $4,406-38.5% | $6,280-56.9% | $4,300-37.0% |
| Admin fee / account holder | $5,419 | $7,160-24.3% | $10,428-48.0% | $6,925-21.7% |