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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 | $40,993 | $104,251-60.7% | $91,004-55.0% | $147,586-72.2% |
| Participation rate | 54.2% | 78.2%-24.1pp | 75.6%-21.4pp | 82.8%-28.7pp |
| Annual return | 23.04% | 27.06%-4.0pp | 4.60%+18.4pp | 578.59%-555.6pp |
| Employer contribution / active EE | $1,447 | $3,116-53.5% | $2,456-41.1% | $4,876-70.3% |
| Participant deferral / active EE | $3,539 | $4,195-15.6% | $3,548-0.2% | $5,439-34.9% |
| Admin fee / account holder | $1,541 | $8,948-82.8% | $5,417-71.6% | $10,886-85.8% |