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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 | $81,446-49.2% | $103,374-59.9% | $80,874-48.8% |
| Participation rate | 28.1% | 66.9%-38.7pp | 74.5%-46.4pp | 67.6%-39.5pp |
| Annual return | 16.20% | 25.57%-9.4pp | 24.89%-8.7pp | 35.62%-19.4pp |
| Employer contribution / active EE | $1,041 | $3,107-66.5% | $3,869-73.1% | $2,756-62.2% |
| Participant deferral / active EE | $2,003 | $3,870-48.2% | $5,058-60.4% | $4,297-53.4% |
| Admin fee / account holder | $392 | $6,715-94.2% | $8,394-95.3% | $6,935-94.3% |