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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 | $42,827 | $84,236-49.2% | $170,435-74.9% | $70,126-38.9% |
| Participation rate | 35.4% | 70.8%-35.4pp | 83.6%-48.2pp | 69.5%-34.1pp |
| Annual return | 17.91% | 23.06%-5.2pp | 205.94%-188.0pp | 73.15%-55.2pp |
| Employer contribution / active EE | $536 | $3,387-84.2% | $5,432-90.1% | $2,343-77.1% |
| Participant deferral / active EE | $1,057 | $3,086-65.8% | $4,939-78.6% | $3,332-68.3% |
| Admin fee / account holder | $6,268 | $5,698+10.0% | $13,881-54.8% | $4,645+34.9% |