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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 | $41,741 | $62,672-33.4% | $185,117-77.5% | $70,126-40.5% |
| Participation rate | 43.3% | 63.8%-20.4pp | 77.3%-33.9pp | 69.5%-26.2pp |
| Annual return | 22.89% | 40.79%-17.9pp | 40.50%-17.6pp | 73.15%-50.3pp |
| Employer contribution / active EE | $568 | $1,753-67.6% | $4,182-86.4% | $2,343-75.8% |
| Participant deferral / active EE | $2,968 | $3,272-9.3% | $5,045-41.2% | $3,332-10.9% |
| Admin fee / account holder | $396 | $3,932-89.9% | $8,159-95.1% | $4,645-91.5% |