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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 | $42,105 | $63,809-34.0% | $81,353-48.2% | $80,935-48.0% |
| Participation rate | 56.0% | 63.9%-7.9pp | 69.5%-13.5pp | 67.7%-11.7pp |
| Annual return | 15.75% | 16.37%-0.6pp | 24.82%-9.1pp | 35.66%-19.9pp |
| Employer contribution / active EE | $464 | $1,981-76.6% | $2,464-81.1% | $2,757-83.2% |
| Participant deferral / active EE | $2,322 | $3,093-24.9% | $3,885-40.2% | $4,299-46.0% |
| Admin fee / account holder | $1,679 | $5,686-70.5% | $5,766-70.9% | $6,924-75.7% |