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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 | $41,616 | $77,920-46.6% | $149,723-72.2% | $75,177-44.6% |
| Participation rate | 42.9% | 65.6%-22.7pp | 78.8%-35.9pp | 67.2%-24.3pp |
| Annual return | 15.92% | 31.72%-15.8pp | 134.50%-118.6pp | 160.75%-144.8pp |
| Employer contribution / active EE | $745 | $3,138-76.3% | $4,821-84.6% | $2,671-72.1% |
| Participant deferral / active EE | $1,476 | $3,411-56.7% | $5,682-74.0% | $4,126-64.2% |
| Admin fee / account holder | $5,162 | $5,951-13.3% | $13,215-60.9% | $5,651-8.7% |