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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 | $43,121 | $43,496-0.9% | $161,489-73.3% | $64,340-33.0% |
| Participation rate | 46.8% | 53.5%-6.7pp | 78.7%-31.9pp | 55.2%-8.5pp |
| Annual return | 15.23% | 20.76%-5.5pp | 89.72%-74.5pp | 24.14%-8.9pp |
| Employer contribution / active EE | $674 | $1,431-52.9% | $4,268-84.2% | $1,862-63.8% |
| Participant deferral / active EE | $2,388 | $1,996+19.6% | $5,630-57.6% | $2,980-19.9% |
| Admin fee / account holder | $542 | $2,330-76.7% | $16,006-96.6% | $3,703-85.4% |