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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 | $40,858 | $64,311-36.5% | $57,356-28.8% | $125,389-67.4% |
| Participation rate | 53.8% | 78.6%-24.8pp | 75.1%-21.2pp | 83.2%-29.3pp |
| Annual return | 13.64% | 25.14%-11.5pp | 24.41%-10.8pp | 282.24%-268.6pp |
| Employer contribution / active EE | $1,051 | $3,193-67.1% | $2,689-60.9% | $4,866-78.4% |
| Participant deferral / active EE | $996 | $3,846-74.1% | $3,162-68.5% | $5,352-81.4% |
| Admin fee / account holder | $1,314 | $5,243-74.9% | $3,357-60.9% | $9,541-86.2% |