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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 | $45,940 | $63,949-28.2% | $129,031-64.4% | $94,015-51.1% |
| Participation rate | 33.3% | 63.4%-30.1pp | 73.4%-40.0pp | 70.8%-37.5pp |
| Annual return | 15.08% | 17.56%-2.5pp | 34.67%-19.6pp | 17.84%-2.8pp |
| Employer contribution / active EE | $746 | $1,865-60.0% | $3,226-76.9% | $2,790-73.3% |
| Participant deferral / active EE | $1,550 | $3,686-57.9% | $5,217-70.3% | $4,249-63.5% |
| Admin fee / account holder | $1,918 | $5,523-65.3% | $13,208-85.5% | $8,951-78.6% |