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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 | $43,942 | $78,690-44.2% | $161,489-72.8% | $87,485-49.8% |
| Participation rate | 64.7% | 67.5%-2.8pp | 78.7%-14.0pp | 68.9%-4.2pp |
| Annual return | 18.01% | 32.74%-14.7pp | 89.72%-71.7pp | 26.06%-8.1pp |
| Employer contribution / active EE | $1,138 | $2,588-56.0% | $4,268-73.3% | $2,596-56.2% |
| Participant deferral / active EE | $2,797 | $3,311-15.5% | $5,630-50.3% | $4,274-34.5% |
| Admin fee / account holder | $2,978 | $6,724-55.7% | $16,006-81.4% | $7,775-61.7% |