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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 | $77,814-41.6% | $158,223-71.3% | $86,983-47.7% |
| Participation rate | 42.6% | 68.4%-25.9pp | 79.2%-36.6pp | 69.5%-27.0pp |
| Annual return | 14.64% | 30.54%-15.9pp | 52.09%-37.4pp | 25.83%-11.2pp |
| Employer contribution / active EE | $903 | $2,592-65.2% | $4,109-78.0% | $2,584-65.1% |
| Participant deferral / active EE | $2,069 | $3,270-36.7% | $5,467-62.2% | $4,194-50.7% |
| Admin fee / account holder | $595 | $5,879-89.9% | $16,047-96.3% | $7,856-92.4% |