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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 | $44,723 | $81,233-44.9% | $155,567-71.3% | $80,874-44.7% |
| Participation rate | 37.8% | 66.2%-28.4pp | 78.2%-40.4pp | 67.6%-29.8pp |
| Annual return | 11.19% | 33.33%-22.1pp | 64.74%-53.5pp | 35.62%-24.4pp |
| Employer contribution / active EE | $1,210 | $3,101-61.0% | $4,674-74.1% | $2,756-56.1% |
| Participant deferral / active EE | $1,546 | $3,452-55.2% | $5,628-72.5% | $4,297-64.0% |
| Admin fee / account holder | $6,966 | $7,998-12.9% | $15,916-56.2% | $6,935+0.4% |