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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 | $45,125 | $50,554-10.7% | $67,681-33.3% | $87,485-48.4% |
| Participation rate | 25.0% | 67.7%-42.7pp | 73.7%-48.7pp | 68.9%-43.9pp |
| Annual return | 16.59% | 17.81%-1.2pp | 590.58%-574.0pp | 26.06%-9.5pp |
| Employer contribution / active EE | $831 | $1,988-58.2% | $2,678-69.0% | $2,596-68.0% |
| Participant deferral / active EE | $1,441 | $2,961-51.4% | $3,976-63.8% | $4,274-66.3% |
| Admin fee / account holder | $4,437 | $4,132+7.4% | $6,100-27.3% | $7,775-42.9% |