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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 | $43,659 | $106,749-59.1% | $145,433-70.0% | $82,448-47.0% |
| Participation rate | 46.4% | 75.6%-29.2pp | 82.1%-35.7pp | 68.1%-21.6pp |
| Annual return | 19.40% | 27.59%-8.2pp | 66.58%-47.2pp | 41.64%-22.2pp |
| Employer contribution / active EE | $1,486 | $3,444-56.9% | $4,554-67.4% | $2,551-41.7% |
| Participant deferral / active EE | $3,175 | $6,519-51.3% | $7,897-59.8% | $4,139-23.3% |
| Admin fee / account holder | $2,136 | $8,390-74.5% | $13,129-83.7% | $7,234-70.5% |