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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 | $42,403 | $81,233-47.8% | $155,567-72.7% | $80,874-47.6% |
| Participation rate | 44.4% | 66.2%-21.8pp | 78.2%-33.8pp | 67.6%-23.2pp |
| Annual return | 13.88% | 33.33%-19.5pp | 64.74%-50.9pp | 35.62%-21.7pp |
| Employer contribution / active EE | $1,156 | $3,101-62.7% | $4,674-75.3% | $2,756-58.1% |
| Participant deferral / active EE | $1,453 | $3,452-57.9% | $5,628-74.2% | $4,297-66.2% |
| Admin fee / account holder | $5,162 | $7,998-35.5% | $15,916-67.6% | $6,935-25.6% |