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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 | $40,563 | $107,421-62.2% | $182,262-77.7% | $94,015-56.9% |
| Participation rate | 32.4% | 77.8%-45.3pp | 84.2%-51.8pp | 70.8%-38.4pp |
| Annual return | 15.91% | 21.32%-5.4pp | 140.60%-124.7pp | 17.84%-1.9pp |
| Employer contribution / active EE | $1,207 | $3,448-65.0% | $5,046-76.1% | $2,790-56.7% |
| Participant deferral / active EE | $2,684 | $6,558-59.1% | $8,276-67.6% | $4,249-36.8% |
| Admin fee / account holder | $4,101 | $8,692-52.8% | $16,712-75.5% | $8,951-54.2% |