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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 | $40,995 | $81,276-49.6% | $155,574-73.6% | $80,925-49.3% |
| Participation rate | 47.2% | 66.2%-19.0pp | 78.2%-31.0pp | 67.7%-20.4pp |
| Annual return | 16.35% | 33.36%-17.0pp | 64.87%-48.5pp | 35.65%-19.3pp |
| Employer contribution / active EE | $1,230 | $3,103-60.4% | $4,676-73.7% | $2,756-55.4% |
| Participant deferral / active EE | $1,541 | $3,453-55.4% | $5,629-72.6% | $4,299-64.2% |
| Admin fee / account holder | $1,752 | $7,993-78.1% | $15,914-89.0% | $6,940-74.8% |