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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 | $44,801 | $89,698-50.1% | $103,464-56.7% | $80,874-44.6% |
| Participation rate | 43.1% | 76.0%-32.9pp | 80.5%-37.4pp | 67.6%-24.6pp |
| Annual return | 59.28% | 22.78%+36.5pp | 23.91%+35.4pp | 35.62%+23.7pp |
| Employer contribution / active EE | $1,943 | $4,018-51.6% | $4,677-58.5% | $2,756-29.5% |
| Participant deferral / active EE | $1,815 | $5,456-66.7% | $6,624-72.6% | $4,297-57.8% |
| Admin fee / account holder | $4,349 | $6,768-35.7% | $9,410-53.8% | $6,935-37.3% |