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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 | $39,113 | $68,852-43.2% | $120,524-67.5% | $80,925-51.7% |
| Participation rate | 57.1% | 61.6%-4.5pp | 71.9%-14.8pp | 67.7%-10.5pp |
| Annual return | 13.89% | 23.67%-9.8pp | 107.36%-93.5pp | 35.65%-21.8pp |
| Employer contribution / active EE | $1,186 | $2,063-42.5% | $3,469-65.8% | $2,756-57.0% |
| Participant deferral / active EE | $3,017 | $3,187-5.3% | $4,994-39.6% | $4,299-29.8% |
| Admin fee / account holder | $345 | $5,781-94.0% | $9,440-96.3% | $6,940-95.0% |