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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 | $81,358-47.2% | $155,556-72.4% | $80,959-47.0% |
| Participation rate | 55.0% | 66.3%-11.3pp | 78.2%-23.2pp | 67.7%-12.7pp |
| Annual return | 19.04% | 33.39%-14.3pp | 64.84%-45.8pp | 35.67%-16.6pp |
| Employer contribution / active EE | $1,134 | $3,106-63.5% | $4,675-75.8% | $2,757-58.9% |
| Participant deferral / active EE | $2,318 | $3,455-32.9% | $5,631-58.8% | $4,300-46.1% |
| Admin fee / account holder | $4,158 | $7,994-48.0% | $15,885-73.8% | $6,925-40.0% |