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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 | $42,856 | $45,343-5.5% | $150,298-71.5% | $67,986-37.0% |
| Participation rate | 55.5% | 51.9%+3.6pp | 77.8%-22.3pp | 57.2%-1.7pp |
| Annual return | 12.42% | 33.28%-20.9pp | 62.79%-50.4pp | 31.67%-19.2pp |
| Employer contribution / active EE | $1,394 | $1,462-4.6% | $4,154-66.4% | $2,019-30.9% |
| Participant deferral / active EE | $870 | $2,055-57.7% | $5,453-84.0% | $3,358-74.1% |
| Admin fee / account holder | $734 | $2,250-67.4% | $14,116-94.8% | $3,203-77.1% |