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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 | $41,579 | $69,590-40.3% | $136,867-69.6% | $94,015-55.8% |
| Participation rate | 51.2% | 66.3%-15.2pp | 74.5%-23.4pp | 70.8%-19.7pp |
| Annual return | 11.97% | 19.62%-7.7pp | 42.97%-31.0pp | 17.84%-5.9pp |
| Employer contribution / active EE | $714 | $2,396-70.2% | $3,547-79.9% | $2,790-74.4% |
| Participant deferral / active EE | $2,963 | $3,437-13.8% | $4,924-39.8% | $4,249-30.3% |
| Admin fee / account holder | $1,245 | $8,912-86.0% | $10,340-88.0% | $8,951-86.1% |