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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 | $42,253 | $73,955-42.9% | $96,520-56.2% | $75,181-43.8% |
| Participation rate | 54.8% | 66.4%-11.6pp | 74.3%-19.5pp | 67.2%-12.4pp |
| Annual return | 15.47% | 26.72%-11.2pp | 35.72%-20.2pp | 160.69%-145.2pp |
| Employer contribution / active EE | $1,739 | $2,930-40.7% | $3,739-53.5% | $2,671-34.9% |
| Participant deferral / active EE | $3,577 | $3,659-2.2% | $4,879-26.7% | $4,126-13.3% |
| Admin fee / account holder | $5,020 | $5,217-3.8% | $6,733-25.4% | $5,650-11.2% |