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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 | $42,173 | $96,731-56.4% | $123,973-66.0% | $86,983-51.5% |
| Participation rate | 46.3% | 70.0%-23.8pp | 76.7%-30.4pp | 69.5%-23.3pp |
| Annual return | 20.91% | 17.33%+3.6pp | 388.13%-367.2pp | 25.83%-4.9pp |
| Employer contribution / active EE | $1,773 | $3,297-46.2% | $4,126-57.0% | $2,584-31.4% |
| Participant deferral / active EE | $4,182 | $4,152+0.7% | $5,247-20.3% | $4,194-0.3% |
| Admin fee / account holder | $704 | $8,722-91.9% | $11,799-94.0% | $7,856-91.0% |