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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 | $106,749-62.0% | $145,433-72.1% | $82,448-50.8% |
| Participation rate | 32.4% | 75.6%-43.2pp | 82.1%-49.7pp | 68.1%-35.6pp |
| Annual return | 15.91% | 27.59%-11.7pp | 66.58%-50.7pp | 41.64%-25.7pp |
| Employer contribution / active EE | $1,207 | $3,444-65.0% | $4,554-73.5% | $2,551-52.7% |
| Participant deferral / active EE | $2,684 | $6,519-58.8% | $7,897-66.0% | $4,139-35.2% |
| Admin fee / account holder | $4,101 | $8,390-51.1% | $13,129-68.8% | $7,234-43.3% |