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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 | $43,701 | $57,119-23.5% | $85,187-48.7% | $80,935-46.0% |
| Participation rate | 43.9% | 56.4%-12.5pp | 67.5%-23.6pp | 67.7%-23.8pp |
| Annual return | 15.77% | 21.70%-5.9pp | 66.67%-50.9pp | 35.66%-19.9pp |
| Employer contribution / active EE | $725 | $1,802-59.7% | $2,732-73.5% | $2,757-73.7% |
| Participant deferral / active EE | $1,461 | $3,115-53.1% | $4,525-67.7% | $4,299-66.0% |
| Admin fee / account holder | $2,836 | $4,990-43.2% | $6,162-54.0% | $6,924-59.0% |