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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 | $43,277 | $81,331-46.8% | $155,534-72.2% | $80,935-46.5% |
| Participation rate | 36.7% | 66.3%-29.5pp | 78.2%-41.5pp | 67.7%-30.9pp |
| Annual return | 17.29% | 33.37%-16.1pp | 64.92%-47.6pp | 35.66%-18.4pp |
| Employer contribution / active EE | $845 | $3,105-72.8% | $4,675-81.9% | $2,757-69.3% |
| Participant deferral / active EE | $1,123 | $3,454-67.5% | $5,630-80.1% | $4,299-73.9% |
| Admin fee / account holder | $3,992 | $7,999-50.1% | $15,900-74.9% | $6,924-42.3% |