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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 | $41,906 | $84,236-50.3% | $170,435-75.4% | $70,126-40.2% |
| Participation rate | 34.5% | 70.8%-36.3pp | 83.6%-49.1pp | 69.5%-35.0pp |
| Annual return | 16.08% | 23.06%-7.0pp | 205.94%-189.9pp | 73.15%-57.1pp |
| Employer contribution / active EE | $396 | $3,387-88.3% | $5,432-92.7% | $2,343-83.1% |
| Participant deferral / active EE | $1,010 | $3,086-67.3% | $4,939-79.6% | $3,332-69.7% |
| Admin fee / account holder | $1,621 | $5,698-71.6% | $13,881-88.3% | $4,645-65.1% |