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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 | $43,517 | $77,920-44.2% | $149,723-70.9% | $75,177-42.1% |
| Participation rate | 61.8% | 65.6%-3.8pp | 78.8%-17.0pp | 67.2%-5.4pp |
| Annual return | 14.11% | 31.72%-17.6pp | 134.50%-120.4pp | 160.75%-146.6pp |
| Employer contribution / active EE | $871 | $3,138-72.3% | $4,821-81.9% | $2,671-67.4% |
| Participant deferral / active EE | $2,825 | $3,411-17.2% | $5,682-50.3% | $4,126-31.5% |
| Admin fee / account holder | $3,186 | $5,951-46.5% | $13,215-75.9% | $5,651-43.6% |