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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 | $41,528 | $49,239-15.7% | $70,462-41.1% | $79,858-48.0% |
| Participation rate | 63.8% | 69.2%-5.4pp | 75.1%-11.3pp | 69.6%-5.8pp |
| Annual return | 15.90% | 30.08%-14.2pp | 109.08%-93.2pp | 31.72%-15.8pp |
| Employer contribution / active EE | $448 | $2,100-78.7% | $2,737-83.6% | $2,471-81.9% |
| Participant deferral / active EE | $2,118 | $2,769-23.5% | $3,710-42.9% | $3,740-43.4% |
| Admin fee / account holder | $1,744 | $2,876-39.4% | $3,845-54.6% | $5,306-67.1% |