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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 | $47,106 | $81,358-42.1% | $155,556-69.7% | $80,959-41.8% |
| Participation rate | 43.8% | 66.3%-22.4pp | 78.2%-34.4pp | 67.7%-23.8pp |
| Annual return | 18.39% | 33.39%-15.0pp | 64.84%-46.4pp | 35.67%-17.3pp |
| Employer contribution / active EE | $1,432 | $3,106-53.9% | $4,675-69.4% | $2,757-48.1% |
| Participant deferral / active EE | $2,167 | $3,455-37.3% | $5,631-61.5% | $4,300-49.6% |
| Admin fee / account holder | $4,795 | $7,994-40.0% | $15,885-69.8% | $6,925-30.8% |