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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 | $44,283 | $64,517-31.4% | $81,438-45.6% | $80,874-45.2% |
| Participation rate | 35.7% | 63.9%-28.2pp | 69.5%-33.8pp | 67.6%-31.9pp |
| Annual return | 76.43% | 16.35%+60.1pp | 24.74%+51.7pp | 35.62%+40.8pp |
| Employer contribution / active EE | $1,159 | $1,982-41.5% | $2,460-52.9% | $2,756-57.9% |
| Participant deferral / active EE | $2,182 | $3,096-29.5% | $3,883-43.8% | $4,297-49.2% |
| Admin fee / account holder | $2,656 | $5,677-53.2% | $5,764-53.9% | $6,935-61.7% |