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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 | $41,437 | $94,031-55.9% | $115,768-64.2% | $82,448-49.7% |
| Participation rate | 44.1% | 70.4%-26.4pp | 74.4%-30.3pp | 68.1%-24.0pp |
| Annual return | 16.44% | 20.61%-4.2pp | 100.46%-84.0pp | 41.64%-25.2pp |
| Employer contribution / active EE | $1,231 | $2,323-47.0% | $2,940-58.1% | $2,551-51.7% |
| Participant deferral / active EE | $2,566 | $3,972-35.4% | $4,917-47.8% | $4,139-38.0% |
| Admin fee / account holder | $2,383 | $10,249-76.7% | $12,439-80.8% | $7,234-67.1% |