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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 | $43,074 | $101,795-57.7% | $165,100-73.9% | $80,959-46.8% |
| Participation rate | 35.9% | 71.8%-35.9pp | 78.6%-42.7pp | 67.7%-31.8pp |
| Annual return | 13.69% | 16.73%-3.0pp | 70.21%-56.5pp | 35.67%-22.0pp |
| Employer contribution / active EE | $1,069 | $2,954-63.8% | $4,348-75.4% | $2,757-61.2% |
| Participant deferral / active EE | $2,120 | $4,476-52.6% | $6,035-64.9% | $4,300-50.7% |
| Admin fee / account holder | $572 | $8,221-93.0% | $12,696-95.5% | $6,925-91.7% |