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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 | $41,719 | $117,895-64.6% | $102,460-59.3% | $145,897-71.4% |
| Participation rate | 56.3% | 78.6%-22.4pp | 76.5%-20.3pp | 80.3%-24.1pp |
| Annual return | 14.41% | 31.92%-17.5pp | 29.47%-15.1pp | 552.29%-537.9pp |
| Employer contribution / active EE | $2,030 | $3,619-43.9% | $3,025-32.9% | $4,663-56.5% |
| Participant deferral / active EE | $3,108 | $5,736-45.8% | $5,056-38.5% | $6,689-53.5% |
| Admin fee / account holder | $1,660 | $13,353-87.6% | $9,460-82.5% | $13,390-87.6% |