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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 | $42,646 | $64,920-34.3% | $103,693-58.9% | $86,983-51.0% |
| Participation rate | 35.8% | 63.6%-27.8pp | 72.6%-36.9pp | 69.5%-33.8pp |
| Annual return | 14.17% | 30.29%-16.1pp | 47.61%-33.4pp | 25.83%-11.7pp |
| Employer contribution / active EE | $1,756 | $2,141-18.0% | $2,920-39.9% | $2,584-32.1% |
| Participant deferral / active EE | $1,135 | $3,241-65.0% | $4,579-75.2% | $4,194-72.9% |
| Admin fee / account holder | $603 | $6,191-90.3% | $7,858-92.3% | $7,856-92.3% |