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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 | $42,188 | $88,672-52.4% | $105,223-59.9% | $82,448-48.8% |
| Participation rate | 45.6% | 67.9%-22.3pp | 75.0%-29.4pp | 68.1%-22.5pp |
| Annual return | 15.65% | 30.86%-15.2pp | 180.65%-165.0pp | 41.64%-26.0pp |
| Employer contribution / active EE | $1,312 | $3,048-57.0% | $3,689-64.4% | $2,551-48.6% |
| Participant deferral / active EE | $2,275 | $4,036-43.6% | $5,072-55.1% | $4,139-45.0% |
| Admin fee / account holder | $1,244 | $7,146-82.6% | $8,859-86.0% | $7,234-82.8% |