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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 | $49,976-14.7% | $66,674-36.0% | $82,637-48.4% |
| Participation rate | 35.8% | 63.1%-27.3pp | 73.7%-37.9pp | 68.1%-32.3pp |
| Annual return | 14.17% | 39.09%-24.9pp | 321.24%-307.1pp | 53.51%-39.3pp |
| Employer contribution / active EE | $1,756 | $1,988-11.7% | $2,620-33.0% | $2,552-31.2% |
| Participant deferral / active EE | $1,135 | $2,847-60.1% | $4,084-72.2% | $4,126-72.5% |
| Admin fee / account holder | $603 | $4,594-86.9% | $5,098-88.2% | $7,339-91.8% |