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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 | $43,548 | $46,599-6.5% | $64,101-32.1% | $75,173-42.1% |
| Participation rate | 42.4% | 65.9%-23.6pp | 72.3%-29.9pp | 67.2%-24.8pp |
| Annual return | 14.25% | 26.06%-11.8pp | 33.72%-19.5pp | 160.72%-146.5pp |
| Employer contribution / active EE | $416 | $1,975-79.0% | $2,749-84.9% | $2,671-84.4% |
| Participant deferral / active EE | $1,870 | $2,837-34.1% | $3,881-51.8% | $4,126-54.7% |
| Admin fee / account holder | $4,247 | $2,956+43.7% | $3,070+38.3% | $5,651-24.8% |