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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 | $43,545 | $63,365-31.3% | $91,994-52.7% | $72,976-40.3% |
| Participation rate | 43.3% | 72.5%-29.2pp | 78.6%-35.3pp | 69.5%-26.2pp |
| Annual return | 26.08% | 35.35%-9.3pp | 69.04%-43.0pp | 81.02%-54.9pp |
| Employer contribution / active EE | $1,039 | $2,116-50.9% | $3,453-69.9% | $2,440-57.4% |
| Participant deferral / active EE | $2,133 | $4,883-56.3% | $5,924-64.0% | $3,608-40.9% |
| Admin fee / account holder | $4,265 | $4,670-8.7% | $7,744-44.9% | $5,124-16.8% |