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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 | $42,149 | $73,955-43.0% | $96,520-56.3% | $75,181-43.9% |
| Participation rate | 44.4% | 66.4%-22.0pp | 74.3%-29.9pp | 67.2%-22.8pp |
| Annual return | 16.89% | 26.72%-9.8pp | 35.72%-18.8pp | 160.69%-143.8pp |
| Employer contribution / active EE | $1,390 | $2,930-52.6% | $3,739-62.8% | $2,671-48.0% |
| Participant deferral / active EE | $4,531 | $3,659+23.8% | $4,879-7.1% | $4,126+9.8% |
| Admin fee / account holder | $314 | $5,217-94.0% | $6,733-95.3% | $5,650-94.4% |