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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 | $42,338 | $78,707-46.2% | $117,861-64.1% | $70,126-39.6% |
| Participation rate | 58.3% | 73.2%-14.9pp | 79.7%-21.3pp | 69.5%-11.2pp |
| Annual return | 18.08% | 23.30%-5.2pp | 335.11%-317.0pp | 73.15%-55.1pp |
| Employer contribution / active EE | $994 | $2,223-55.3% | $3,786-73.8% | $2,343-57.6% |
| Participant deferral / active EE | $1,959 | $3,297-40.6% | $4,482-56.3% | $3,332-41.2% |
| Admin fee / account holder | $3,481 | $5,066-31.3% | $8,021-56.6% | $4,645-25.1% |