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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 | $41,405 | $81,233-49.0% | $155,567-73.4% | $80,874-48.8% |
| Participation rate | 51.4% | 66.2%-14.8pp | 78.2%-26.8pp | 67.6%-16.2pp |
| Annual return | 18.48% | 33.33%-14.9pp | 64.74%-46.3pp | 35.62%-17.1pp |
| Employer contribution / active EE | $2,111 | $3,101-31.9% | $4,674-54.8% | $2,756-23.4% |
| Participant deferral / active EE | $3,778 | $3,452+9.4% | $5,628-32.9% | $4,297-12.1% |
| Admin fee / account holder | $683 | $7,998-91.5% | $15,916-95.7% | $6,935-90.2% |