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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 | $43,641 | $81,331-46.3% | $155,534-71.9% | $80,935-46.1% |
| Participation rate | 63.2% | 66.3%-3.1pp | 78.2%-15.1pp | 67.7%-4.5pp |
| Annual return | 12.51% | 33.37%-20.9pp | 64.92%-52.4pp | 35.66%-23.2pp |
| Employer contribution / active EE | $1,479 | $3,105-52.4% | $4,675-68.4% | $2,757-46.4% |
| Participant deferral / active EE | $1,392 | $3,454-59.7% | $5,630-75.3% | $4,299-67.6% |
| Admin fee / account holder | $8,366 | $7,999+4.6% | $15,900-47.4% | $6,924+20.8% |