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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 | $44,805 | $91,179-50.9% | $178,499-74.9% | $79,852-43.9% |
| Participation rate | 41.0% | 69.2%-28.2pp | 81.9%-40.9pp | 69.6%-28.7pp |
| Annual return | 14.86% | 24.19%-9.3pp | 151.10%-136.2pp | 31.72%-16.9pp |
| Employer contribution / active EE | $1,685 | $3,256-48.2% | $5,011-66.4% | $2,471-31.8% |
| Participant deferral / active EE | $3,107 | $3,236-4.0% | $5,202-40.3% | $3,740-16.9% |
| Admin fee / account holder | $789 | $6,749-88.3% | $13,986-94.4% | $5,306-85.1% |