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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 | $46,442 | $81,358-42.9% | $155,556-70.1% | $80,959-42.6% |
| Participation rate | 44.4% | 66.3%-21.8pp | 78.2%-33.8pp | 67.7%-23.2pp |
| Annual return | 13.12% | 33.39%-20.3pp | 64.84%-51.7pp | 35.67%-22.5pp |
| Employer contribution / active EE | $1,092 | $3,106-64.8% | $4,675-76.6% | $2,757-60.4% |
| Participant deferral / active EE | $1,976 | $3,455-42.8% | $5,631-64.9% | $4,300-54.0% |
| Admin fee / account holder | $3,381 | $7,994-57.7% | $15,885-78.7% | $6,925-51.2% |