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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 | $41,410 | $64,920-36.2% | $103,693-60.1% | $86,983-52.4% |
| Participation rate | 50.0% | 63.6%-13.6pp | 72.6%-22.6pp | 69.5%-19.5pp |
| Annual return | 14.86% | 30.29%-15.4pp | 47.61%-32.7pp | 25.83%-11.0pp |
| Employer contribution / active EE | $707 | $2,141-67.0% | $2,920-75.8% | $2,584-72.6% |
| Participant deferral / active EE | $2,878 | $3,241-11.2% | $4,579-37.2% | $4,194-31.4% |
| Admin fee / account holder | $1,606 | $6,191-74.1% | $7,858-79.6% | $7,856-79.6% |