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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 | $40,607 | $90,486-55.1% | $78,676-48.4% | $273,972-85.2% |
| Participation rate | 43.5% | 76.5%-33.0pp | 73.6%-30.1pp | 83.0%-39.5pp |
| Annual return | 6.55% | 75.62%-69.1pp | 62.19%-55.6pp | 41.46%-34.9pp |
| Employer contribution / active EE | $889 | $3,175-72.0% | $2,850-68.8% | $4,869-81.7% |
| Participant deferral / active EE | $1,372 | $3,901-64.8% | $3,517-61.0% | $5,287-74.0% |
| Admin fee / account holder | $2,776 | $5,263-47.3% | $4,510-38.4% | $10,133-72.6% |