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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 | $42,756 | $99,345-57.0% | $84,753-49.6% | $273,972-84.4% |
| Participation rate | 35.3% | 80.7%-45.4pp | 76.6%-41.3pp | 83.0%-47.7pp |
| Annual return | 12.61% | 22.93%-10.3pp | 22.78%-10.2pp | 41.46%-28.8pp |
| Employer contribution / active EE | $902 | $4,214-78.6% | $3,574-74.8% | $4,869-81.5% |
| Participant deferral / active EE | $1,308 | $4,270-69.4% | $3,712-64.8% | $5,287-75.3% |
| Admin fee / account holder | $414 | $6,645-93.8% | $5,333-92.2% | $10,133-95.9% |