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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 | $40,463 | $65,084-37.8% | $67,681-40.2% | $64,340-37.1% |
| Participation rate | 42.9% | 66.7%-23.9pp | 73.7%-30.9pp | 55.2%-12.4pp |
| Annual return | 26.59% | 20.50%+6.1pp | 590.58%-564.0pp | 24.14%+2.4pp |
| Employer contribution / active EE | $1,747 | $2,398-27.2% | $2,678-34.8% | $1,862-6.1% |
| Participant deferral / active EE | $2,453 | $3,210-23.6% | $3,976-38.3% | $2,980-17.7% |
| Admin fee / account holder | $1,960 | $1,415+38.5% | $6,100-67.9% | $3,703-47.1% |