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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 | $45,056 | $80,731-44.2% | $103,378-56.4% | $74,400-39.4% |
| Participation rate | 36.7% | 65.7%-29.0pp | 74.5%-37.8pp | 67.2%-30.5pp |
| Annual return | 20.00% | 27.56%-7.6pp | 24.91%-4.9pp | 1367.51%-1347.5pp |
| Employer contribution / active EE | $1,363 | $3,159-56.8% | $3,870-64.8% | $2,624-48.1% |
| Participant deferral / active EE | $2,340 | $3,862-39.4% | $5,058-53.7% | $4,348-46.2% |
| Admin fee / account holder | $2,032 | $2,369-14.2% | $8,401-75.8% | $1,944+4.6% |