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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 | $41,610 | $89,259-53.4% | $107,187-61.2% | $82,637-49.6% |
| Participation rate | 40.0% | 67.9%-27.9pp | 75.0%-35.0pp | 68.1%-28.1pp |
| Annual return | 20.52% | 21.02%-0.5pp | 204.55%-184.0pp | 53.51%-33.0pp |
| Employer contribution / active EE | $1,089 | $3,080-64.7% | $3,782-71.2% | $2,552-57.3% |
| Participant deferral / active EE | $3,394 | $4,037-15.9% | $5,096-33.4% | $4,126-17.8% |
| Admin fee / account holder | $2,419 | $7,381-67.2% | $9,162-73.6% | $7,339-67.0% |