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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 | $39,661 | $48,078-17.5% | $78,676-49.6% | $62,881-36.9% |
| Participation rate | 42.1% | 65.2%-23.1pp | 73.6%-31.5pp | 69.3%-27.2pp |
| Annual return | 7.55% | 31.36%-23.8pp | 62.19%-54.6pp | 20.14%-12.6pp |
| Employer contribution / active EE | $652 | $2,015-67.6% | $2,850-77.1% | $2,281-71.4% |
| Participant deferral / active EE | $1,525 | $2,587-41.1% | $3,517-56.6% | $3,203-52.4% |
| Admin fee / account holder | $2,900 | $3,206-9.6% | $4,510-35.7% | $4,296-32.5% |