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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 | $42,251 | $78,015-45.8% | $178,505-76.3% | $80,959-47.8% |
| Participation rate | 36.2% | 65.7%-29.5pp | 77.1%-40.9pp | 67.7%-31.5pp |
| Annual return | 14.14% | 18.10%-4.0pp | 27.16%-13.0pp | 35.67%-21.5pp |
| Employer contribution / active EE | $1,016 | $2,281-55.5% | $3,955-74.3% | $2,757-63.1% |
| Participant deferral / active EE | $2,031 | $4,406-53.9% | $6,280-67.7% | $4,300-52.8% |
| Admin fee / account holder | $3,012 | $7,160-57.9% | $10,428-71.1% | $6,925-56.5% |