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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 | $42,201 | $81,504-48.2% | $102,437-58.8% | $80,959-47.9% |
| Participation rate | 49.3% | 66.9%-17.5pp | 74.5%-25.2pp | 67.7%-18.4pp |
| Annual return | 40.97% | 25.60%+15.4pp | 24.95%+16.0pp | 35.67%+5.3pp |
| Employer contribution / active EE | $1,718 | $3,104-44.7% | $3,871-55.6% | $2,757-37.7% |
| Participant deferral / active EE | $2,664 | $3,871-31.2% | $5,060-47.4% | $4,300-38.1% |
| Admin fee / account holder | $1,904 | $6,719-71.7% | $8,388-77.3% | $6,925-72.5% |