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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 | $68,880-43.2% | $120,580-67.6% | $80,959-51.7% |
| Participation rate | 57.1% | 61.7%-4.6pp | 72.0%-14.8pp | 67.7%-10.5pp |
| Annual return | 13.89% | 23.68%-9.8pp | 107.48%-93.6pp | 35.67%-21.8pp |
| Employer contribution / active EE | $1,186 | $2,066-42.6% | $3,469-65.8% | $2,757-57.0% |
| Participant deferral / active EE | $3,017 | $3,191-5.4% | $4,995-39.6% | $4,300-29.8% |
| Admin fee / account holder | $345 | $5,785-94.0% | $9,418-96.3% | $6,925-95.0% |