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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 | $45,111 | $77,638-41.9% | $156,551-71.2% | $62,881-28.3% |
| Participation rate | 44.1% | 71.2%-27.1pp | 84.0%-39.9pp | 69.3%-25.2pp |
| Annual return | 4.78% | 50.33%-45.5pp | 32.23%-27.4pp | 20.14%-15.4pp |
| Employer contribution / active EE | $1,238 | $3,444-64.1% | $5,501-77.5% | $2,281-45.7% |
| Participant deferral / active EE | $1,342 | $3,046-55.9% | $4,871-72.4% | $3,203-58.1% |
| Admin fee / account holder | $516 | $5,561-90.7% | $13,028-96.0% | $4,296-88.0% |