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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 | $43,256 | $93,346-53.7% | $71,796-39.8% | $273,972-84.2% |
| Participation rate | 57.1% | 76.5%-19.4pp | 69.1%-12.0pp | 83.0%-25.9pp |
| Annual return | 8.99% | 130.39%-121.4pp | 78.04%-69.1pp | 41.46%-32.5pp |
| Employer contribution / active EE | $1,031 | $2,733-62.3% | $1,924-46.4% | $4,869-78.8% |
| Participant deferral / active EE | $2,197 | $3,475-36.8% | $2,794-21.4% | $5,287-58.4% |
| Admin fee / account holder | $2,153 | $6,571-67.2% | $4,815-55.3% | $10,133-78.8% |