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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 | $43,210 | $45,343-4.7% | $150,298-71.3% | $67,986-36.4% |
| Participation rate | 38.7% | 51.9%-13.2pp | 77.8%-39.1pp | 57.2%-18.6pp |
| Annual return | 20.36% | 33.28%-12.9pp | 62.79%-42.4pp | 31.67%-11.3pp |
| Employer contribution / active EE | $765 | $1,462-47.7% | $4,154-81.6% | $2,019-62.1% |
| Participant deferral / active EE | $3,589 | $2,055+74.7% | $5,453-34.2% | $3,358+6.9% |
| Admin fee / account holder | $1,972 | $2,250-12.4% | $14,116-86.0% | $3,203-38.4% |