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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 | $43,790 | $77,920-43.8% | $149,723-70.8% | $75,177-41.8% |
| Participation rate | 43.2% | 65.6%-22.4pp | 78.8%-35.6pp | 67.2%-24.0pp |
| Annual return | 14.60% | 31.72%-17.1pp | 134.50%-119.9pp | 160.75%-146.1pp |
| Employer contribution / active EE | $977 | $3,138-68.9% | $4,821-79.7% | $2,671-63.4% |
| Participant deferral / active EE | $2,561 | $3,411-24.9% | $5,682-54.9% | $4,126-37.9% |
| Admin fee / account holder | $974 | $5,951-83.6% | $13,215-92.6% | $5,651-82.8% |