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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 | $40,369 | $80,992-50.2% | $96,534-58.2% | $75,173-46.3% |
| Participation rate | 64.0% | 71.8%-7.8pp | 76.0%-12.0pp | 67.2%-3.2pp |
| Annual return | 21.22% | 27.05%-5.8pp | 25.88%-4.7pp | 160.72%-139.5pp |
| Employer contribution / active EE | $1,504 | $2,283-34.1% | $2,965-49.3% | $2,671-43.7% |
| Participant deferral / active EE | $1,951 | $3,929-50.4% | $4,851-59.8% | $4,126-52.7% |
| Admin fee / account holder | $3,942 | $6,717-41.3% | $8,253-52.2% | $5,651-30.2% |