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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 | $41,518 | $91,559-54.7% | $133,978-69.0% | $79,856-48.0% |
| Participation rate | 52.9% | 73.3%-20.4pp | 79.8%-26.9pp | 69.6%-16.7pp |
| Annual return | 18.77% | 61.85%-43.1pp | 45.10%-26.3pp | 31.71%-12.9pp |
| Employer contribution / active EE | $1,756 | $2,384-26.3% | $3,919-55.2% | $2,471-28.9% |
| Participant deferral / active EE | $4,330 | $3,734+16.0% | $5,047-14.2% | $3,741+15.7% |
| Admin fee / account holder | $726 | $6,321-88.5% | $8,930-91.9% | $5,306-86.3% |