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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 | $44,661 | $56,544-21.0% | $75,501-40.8% | $70,126-36.3% |
| Participation rate | 40.5% | 68.1%-27.6pp | 72.4%-31.9pp | 69.5%-29.1pp |
| Annual return | 20.32% | 23.59%-3.3pp | 27.35%-7.0pp | 73.15%-52.8pp |
| Employer contribution / active EE | $710 | $1,817-60.9% | $2,352-69.8% | $2,343-69.7% |
| Participant deferral / active EE | $1,676 | $2,580-35.0% | $3,142-46.6% | $3,332-49.7% |
| Admin fee / account holder | $3,132 | $3,827-18.1% | $5,801-46.0% | $4,645-32.6% |