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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 | $41,219 | $48,078-14.3% | $78,676-47.6% | $62,881-34.4% |
| Participation rate | 55.7% | 65.2%-9.5pp | 73.6%-17.9pp | 69.3%-13.6pp |
| Annual return | 8.64% | 31.36%-22.7pp | 62.19%-53.5pp | 20.14%-11.5pp |
| Employer contribution / active EE | $952 | $2,015-52.7% | $2,850-66.6% | $2,281-58.3% |
| Participant deferral / active EE | $1,792 | $2,587-30.8% | $3,517-49.1% | $3,203-44.1% |
| Admin fee / account holder | $1,858 | $3,206-42.0% | $4,510-58.8% | $4,296-56.7% |