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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 | $42,449 | $54,541-22.2% | $78,778-46.1% | $70,126-39.5% |
| Participation rate | 37.9% | 60.8%-22.9pp | 69.2%-31.3pp | 69.5%-31.6pp |
| Annual return | 20.80% | 21.07%-0.3pp | 35.62%-14.8pp | 73.15%-52.4pp |
| Employer contribution / active EE | $533 | $1,089-51.0% | $1,986-73.1% | $2,343-77.2% |
| Participant deferral / active EE | $1,389 | $2,210-37.2% | $2,958-53.1% | $3,332-58.3% |
| Admin fee / account holder | $1,838 | $3,709-50.5% | $5,134-64.2% | $4,645-60.4% |