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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 | $38,099 | $65,364-41.7% | $92,909-59.0% | $72,975-47.8% |
| Participation rate | 45.1% | 68.3%-23.2pp | 76.0%-30.9pp | 69.5%-24.4pp |
| Annual return | 19.15% | 42.11%-23.0pp | 109.44%-90.3pp | 81.01%-61.9pp |
| Employer contribution / active EE | $733 | $2,594-71.8% | $3,653-79.9% | $2,440-70.0% |
| Participant deferral / active EE | $1,774 | $3,128-43.3% | $4,238-58.1% | $3,608-50.8% |
| Admin fee / account holder | $848 | $4,251-80.1% | $5,795-85.4% | $5,124-83.5% |