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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 | $44,050 | $63,809-31.0% | $81,353-45.9% | $80,935-45.6% |
| Participation rate | 53.8% | 63.9%-10.1pp | 69.5%-15.7pp | 67.7%-13.8pp |
| Annual return | 14.08% | 16.37%-2.3pp | 24.82%-10.7pp | 35.66%-21.6pp |
| Employer contribution / active EE | $1,120 | $1,981-43.4% | $2,464-54.5% | $2,757-59.4% |
| Participant deferral / active EE | $2,842 | $3,093-8.1% | $3,885-26.8% | $4,299-33.9% |
| Admin fee / account holder | $964 | $5,686-83.0% | $5,766-83.3% | $6,924-86.1% |