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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 | $77,962-56.7% | $178,540-81.1% | $80,935-58.3% |
| Participation rate | 47.4% | 65.7%-18.2pp | 77.1%-29.7pp | 67.7%-20.2pp |
| Annual return | 15.33% | 18.10%-2.8pp | 27.15%-11.8pp | 35.66%-20.3pp |
| Employer contribution / active EE | $1,465 | $2,280-35.7% | $3,953-62.9% | $2,757-46.8% |
| Participant deferral / active EE | $2,708 | $4,404-38.5% | $6,281-56.9% | $4,299-37.0% |
| Admin fee / account holder | $5,419 | $7,156-24.3% | $10,424-48.0% | $6,924-21.7% |