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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 | $44,285 | $124,980-64.6% | $108,359-59.1% | $154,746-71.4% |
| Participation rate | 50.0% | 75.2%-25.2pp | 70.1%-20.1pp | 80.7%-30.7pp |
| Annual return | 12.82% | 45.00%-32.2pp | 36.89%-24.1pp | 172.34%-159.5pp |
| Employer contribution / active EE | $1,162 | $2,851-59.2% | $2,399-51.6% | $4,379-73.5% |
| Participant deferral / active EE | $1,433 | $4,743-69.8% | $4,137-65.4% | $6,730-78.7% |
| Admin fee / account holder | $6,749 | $11,502-41.3% | $9,741-30.7% | $14,365-53.0% |