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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 | $45,227 | $106,749-57.6% | $145,433-68.9% | $82,448-45.1% |
| Participation rate | 37.8% | 75.6%-37.8pp | 82.1%-44.3pp | 68.1%-30.2pp |
| Annual return | 20.43% | 27.59%-7.2pp | 66.58%-46.1pp | 41.64%-21.2pp |
| Employer contribution / active EE | $1,347 | $3,444-60.9% | $4,554-70.4% | $2,551-47.2% |
| Participant deferral / active EE | $2,888 | $6,519-55.7% | $7,897-63.4% | $4,139-30.2% |
| Admin fee / account holder | $1,320 | $8,390-84.3% | $13,129-89.9% | $7,234-81.7% |