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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 | $43,431 | $91,559-52.6% | $133,959-67.6% | $79,858-45.6% |
| Participation rate | 64.5% | 73.3%-8.8pp | 79.8%-15.3pp | 69.6%-5.1pp |
| Annual return | 12.68% | 61.85%-49.2pp | 45.09%-32.4pp | 31.72%-19.0pp |
| Employer contribution / active EE | $1,383 | $2,384-42.0% | $3,919-64.7% | $2,471-44.0% |
| Participant deferral / active EE | $2,803 | $3,734-24.9% | $5,047-44.5% | $3,740-25.1% |
| Admin fee / account holder | $423 | $6,321-93.3% | $8,928-95.3% | $5,306-92.0% |