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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 | $43,784 | $116,434-62.4% | $65,583-33.2% | $139,487-68.6% |
| Participation rate | 26.1% | 67.9%-41.8pp | 65.0%-38.9pp | 80.3%-54.2pp |
| Annual return | 14.27% | 31.34%-17.1pp | 47.46%-33.2pp | 373.84%-359.6pp |
| Employer contribution / active EE | $1,135 | $2,602-56.4% | $1,692-32.9% | $4,755-76.1% |
| Participant deferral / active EE | $1,919 | $4,245-54.8% | $2,833-32.3% | $6,713-71.4% |
| Admin fee / account holder | $686 | $6,696-89.8% | $4,112-83.3% | $11,407-94.0% |