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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 | $43,637 | $124,425-64.9% | $112,040-61.1% | $137,256-68.2% |
| Participation rate | 45.5% | 79.3%-33.9pp | 76.5%-31.0pp | 80.0%-34.5pp |
| Annual return | 15.97% | 24.72%-8.7pp | 24.52%-8.5pp | 220.34%-204.4pp |
| Employer contribution / active EE | $2,812 | $3,411-17.6% | $2,954-4.8% | $4,156-32.3% |
| Participant deferral / active EE | $3,929 | $5,718-31.3% | $5,098-22.9% | $6,407-38.7% |
| Admin fee / account holder | $1,847 | $15,207-87.9% | $12,098-84.7% | $12,270-84.9% |