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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 | $42,917 | $81,233-47.2% | $155,567-72.4% | $80,874-46.9% |
| Participation rate | 55.0% | 66.2%-11.2pp | 78.2%-23.2pp | 67.6%-12.6pp |
| Annual return | 19.04% | 33.33%-14.3pp | 64.74%-45.7pp | 35.62%-16.6pp |
| Employer contribution / active EE | $1,134 | $3,101-63.4% | $4,674-75.7% | $2,756-58.9% |
| Participant deferral / active EE | $2,318 | $3,452-32.8% | $5,628-58.8% | $4,297-46.0% |
| Admin fee / account holder | $4,158 | $7,998-48.0% | $15,916-73.9% | $6,935-40.0% |