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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 | $57,590-20.2% | $86,233-46.7% | $82,448-44.3% |
| Participation rate | 33.3% | 57.9%-24.5pp | 69.0%-35.7pp | 68.1%-34.7pp |
| Annual return | 15.08% | 22.41%-7.3pp | 61.39%-46.3pp | 41.64%-26.6pp |
| Employer contribution / active EE | $746 | $1,655-55.0% | $2,504-70.2% | $2,551-70.8% |
| Participant deferral / active EE | $1,550 | $3,080-49.7% | $4,559-66.0% | $4,139-62.6% |
| Admin fee / account holder | $1,918 | $4,730-59.5% | $8,342-77.0% | $7,234-73.5% |