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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 | $44,925 | $96,956-53.7% | $69,779-35.6% | $273,972-83.6% |
| Participation rate | 42.1% | 77.1%-35.0pp | 71.8%-29.7pp | 83.0%-40.9pp |
| Annual return | 4.29% | 12.93%-8.6pp | 12.99%-8.7pp | 41.46%-37.2pp |
| Employer contribution / active EE | $480 | $3,316-85.5% | $2,338-79.5% | $4,869-90.1% |
| Participant deferral / active EE | $1,731 | $3,744-53.8% | $2,931-40.9% | $5,287-67.3% |
| Admin fee / account holder | $1,755 | $7,934-77.9% | $4,381-59.9% | $10,133-82.7% |