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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 | $41,407 | $81,476-49.2% | $102,383-59.6% | $80,925-48.8% |
| Participation rate | 28.1% | 66.8%-38.7pp | 74.5%-46.4pp | 67.7%-39.5pp |
| Annual return | 16.20% | 25.59%-9.4pp | 24.94%-8.7pp | 35.65%-19.4pp |
| Employer contribution / active EE | $1,041 | $3,105-66.5% | $3,870-73.1% | $2,756-62.2% |
| Participant deferral / active EE | $2,003 | $3,871-48.3% | $5,060-60.4% | $4,299-53.4% |
| Admin fee / account holder | $392 | $6,717-94.2% | $8,391-95.3% | $6,940-94.4% |