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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 | $43,749-1.4% | $158,223-72.7% | $65,306-34.0% |
| Participation rate | 46.8% | 56.9%-10.1pp | 79.2%-32.4pp | 57.7%-10.9pp |
| Annual return | 15.23% | 19.41%-4.2pp | 52.09%-36.9pp | 21.94%-6.7pp |
| Employer contribution / active EE | $674 | $1,497-55.0% | $4,109-83.6% | $1,967-65.8% |
| Participant deferral / active EE | $2,388 | $2,019+18.3% | $5,467-56.3% | $2,959-19.3% |
| Admin fee / account holder | $542 | $1,930-71.9% | $16,047-96.6% | $3,480-84.4% |