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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 | $112,729-60.7% | $98,716-55.1% | $137,256-67.7% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 12.82% | 38.48%-25.7pp | 31.81%-19.0pp | 220.34%-207.5pp |
| Employer contribution / active EE | $1,162 | $2,725-57.3% | $2,279-49.0% | $4,156-72.0% |
| Participant deferral / active EE | $1,433 | $4,640-69.1% | $4,048-64.6% | $6,407-77.6% |
| Admin fee / account holder | $6,749 | $10,129-33.4% | $8,703-22.5% | $12,270-45.0% |