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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 | $40,614 | $106,280-61.8% | $96,538-57.9% | $139,487-70.9% |
| Participation rate | 42.9% | 77.8%-35.0pp | 74.3%-31.5pp | 80.3%-37.5pp |
| Annual return | 18.51% | 38.48%-20.0pp | 35.74%-17.2pp | 373.84%-355.3pp |
| Employer contribution / active EE | $1,851 | $4,107-54.9% | $3,740-50.5% | $4,755-61.1% |
| Participant deferral / active EE | $2,635 | $5,457-51.7% | $4,880-46.0% | $6,713-60.7% |
| Admin fee / account holder | $643 | $7,888-91.9% | $6,737-90.5% | $11,407-94.4% |