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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 | $45,481 | $75,541-39.8% | $152,093-70.1% | $82,637-45.0% |
| Participation rate | 42.6% | 66.5%-24.0pp | 77.8%-35.2pp | 68.1%-25.5pp |
| Annual return | 14.64% | 32.56%-17.9pp | 66.36%-51.7pp | 53.51%-38.9pp |
| Employer contribution / active EE | $903 | $2,622-65.6% | $4,175-78.4% | $2,552-64.6% |
| Participant deferral / active EE | $2,069 | $3,206-35.5% | $5,451-62.0% | $4,126-49.9% |
| Admin fee / account holder | $595 | $6,405-90.7% | $14,497-95.9% | $7,339-91.9% |