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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 | $45,810 | $76,696-40.3% | $96,515-52.5% | $71,511-35.9% |
| Participation rate | 30.8% | 66.6%-35.8pp | 74.3%-43.5pp | 67.9%-37.1pp |
| Annual return | 24.29% | 48.32%-24.0pp | 35.73%-11.4pp | 28.86%-4.6pp |
| Employer contribution / active EE | $1,011 | $3,032-66.6% | $3,740-73.0% | $2,589-60.9% |
| Participant deferral / active EE | $2,283 | $3,770-39.5% | $4,880-53.2% | $4,291-46.8% |
| Admin fee / account holder | $6,741 | $2,030+232.1% | $6,735+0.1% | $1,588+324.4% |