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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 | $40,294 | $67,595-40.4% | $186,193-78.4% | $64,340-37.4% |
| Participation rate | 30.1% | 51.9%-21.8pp | 77.1%-47.0pp | 55.2%-25.1pp |
| Annual return | 19.80% | 17.46%+2.3pp | 78.03%-58.2pp | 24.14%-4.3pp |
| Employer contribution / active EE | $1,435 | $1,513-5.2% | $3,918-63.4% | $1,862-22.9% |
| Participant deferral / active EE | $2,910 | $3,023-3.8% | $6,513-55.3% | $2,980-2.4% |
| Admin fee / account holder | $7,758 | $5,311+46.1% | $11,058-29.8% | $3,703+109.5% |