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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 | $44,960 | $48,364-7.0% | $71,796-37.4% | $62,881-28.5% |
| Participation rate | 42.9% | 60.6%-17.8pp | 69.1%-26.3pp | 69.3%-26.4pp |
| Annual return | 8.26% | 13.16%-4.9pp | 78.04%-69.8pp | 20.14%-11.9pp |
| Employer contribution / active EE | $619 | $1,042-40.6% | $1,924-67.8% | $2,281-72.9% |
| Participant deferral / active EE | $961 | $2,091-54.1% | $2,794-65.6% | $3,203-70.0% |
| Admin fee / account holder | $6,625 | $3,771+75.7% | $4,815+37.6% | $4,296+54.2% |