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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 | $81,358-49.6% | $155,556-73.6% | $80,959-49.4% |
| Participation rate | 47.2% | 66.3%-19.0pp | 78.2%-31.0pp | 67.7%-20.4pp |
| Annual return | 16.35% | 33.39%-17.0pp | 64.84%-48.5pp | 35.67%-19.3pp |
| Employer contribution / active EE | $1,230 | $3,106-60.4% | $4,675-73.7% | $2,757-55.4% |
| Participant deferral / active EE | $1,541 | $3,455-55.4% | $5,631-72.6% | $4,300-64.2% |
| Admin fee / account holder | $1,752 | $7,994-78.1% | $15,885-89.0% | $6,925-74.7% |