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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 | $42,927 | $75,541-43.2% | $152,093-71.8% | $82,637-48.1% |
| Participation rate | 47.4% | 66.5%-19.2pp | 77.8%-30.4pp | 68.1%-20.7pp |
| Annual return | 21.14% | 32.56%-11.4pp | 66.36%-45.2pp | 53.51%-32.4pp |
| Employer contribution / active EE | $1,578 | $2,622-39.8% | $4,175-62.2% | $2,552-38.2% |
| Participant deferral / active EE | $4,663 | $3,206+45.5% | $5,451-14.5% | $4,126+13.0% |
| Admin fee / account holder | $952 | $6,405-85.1% | $14,497-93.4% | $7,339-87.0% |