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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 | $36,520 | $75,541-51.7% | $152,093-76.0% | $82,637-55.8% |
| Participation rate | 44.7% | 66.5%-21.9pp | 77.8%-33.1pp | 68.1%-23.4pp |
| Annual return | 15.29% | 32.56%-17.3pp | 66.36%-51.1pp | 53.51%-38.2pp |
| Employer contribution / active EE | $1,037 | $2,622-60.5% | $4,175-75.2% | $2,552-59.4% |
| Participant deferral / active EE | $1,978 | $3,206-38.3% | $5,451-63.7% | $4,126-52.1% |
| Admin fee / account holder | $2,442 | $6,405-61.9% | $14,497-83.2% | $7,339-66.7% |