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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 | $41,883 | $76,407-45.2% | $150,298-72.1% | $82,448-49.2% |
| Participation rate | 50.9% | 66.4%-15.5pp | 77.8%-26.9pp | 68.1%-17.2pp |
| Annual return | 14.93% | 39.99%-25.1pp | 62.79%-47.9pp | 41.64%-26.7pp |
| Employer contribution / active EE | $3,498 | $2,614+33.8% | $4,154-15.8% | $2,551+37.1% |
| Participant deferral / active EE | $2,070 | $3,214-35.6% | $5,453-62.0% | $4,139-50.0% |
| Admin fee / account holder | $3,726 | $6,352-41.3% | $14,116-73.6% | $7,234-48.5% |