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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 | $40,118 | $104,650-61.7% | $83,854-52.2% | $155,188-74.1% |
| Participation rate | 28.6% | 65.1%-36.5pp | 59.1%-30.5pp | 80.8%-52.2pp |
| Annual return | 11.20% | 28.97%-17.8pp | 31.39%-20.2pp | 148.84%-137.6pp |
| Employer contribution / active EE | $932 | $1,196-22.1% | $1,017-8.3% | $4,248-78.1% |
| Participant deferral / active EE | $0 | $2,367-100.0% | $2,035-100.0% | $6,531-100.0% |
| Admin fee / account holder | $1,963 | $3,518-44.2% | $3,197-38.6% | $14,480-86.4% |