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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 | $40,389 | $45,079-10.4% | $69,461-41.9% | $72,983-44.7% |
| Participation rate | 41.4% | 68.5%-27.1pp | 74.6%-33.2pp | 69.5%-28.1pp |
| Annual return | 23.33% | 22.65%+0.7pp | 28.97%-5.6pp | 81.01%-57.7pp |
| Employer contribution / active EE | $1,138 | $2,055-44.6% | $2,779-59.1% | $2,440-53.4% |
| Participant deferral / active EE | $1,172 | $2,603-55.0% | $3,536-66.8% | $3,608-67.5% |
| Admin fee / account holder | $2,719 | $3,056-11.0% | $3,840-29.2% | $5,124-46.9% |