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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 | $44,542 | $76,696-41.9% | $96,538-53.9% | $71,529-37.7% |
| Participation rate | 60.2% | 66.6%-6.4pp | 74.3%-14.2pp | 67.9%-7.8pp |
| Annual return | 19.22% | 48.32%-29.1pp | 35.74%-16.5pp | 28.97%-9.8pp |
| Employer contribution / active EE | $1,735 | $3,032-42.8% | $3,740-53.6% | $2,590-33.0% |
| Participant deferral / active EE | $3,441 | $3,770-8.7% | $4,880-29.5% | $4,291-19.8% |
| Admin fee / account holder | $1,977 | $2,030-2.6% | $6,737-70.7% | $1,588+24.5% |