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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 | $45,799 | $89,367-48.8% | $141,191-67.6% | $72,975-37.2% |
| Participation rate | 40.7% | 75.1%-34.4pp | 82.5%-41.7pp | 69.5%-28.7pp |
| Annual return | 34.62% | 111.87%-77.3pp | 71.41%-36.8pp | 81.01%-46.4pp |
| Employer contribution / active EE | $2,191 | $3,115-29.7% | $4,736-53.7% | $2,440-10.2% |
| Participant deferral / active EE | $4,341 | $5,419-19.9% | $6,710-35.3% | $3,608+20.3% |
| Admin fee / account holder | $6,909 | $5,957+16.0% | $10,264-32.7% | $5,124+34.8% |