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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 | $41,537 | $81,276-48.9% | $155,574-73.3% | $80,925-48.7% |
| Participation rate | 50.0% | 66.2%-16.2pp | 78.2%-28.2pp | 67.7%-17.7pp |
| Annual return | 31.63% | 33.36%-1.7pp | 64.87%-33.2pp | 35.65%-4.0pp |
| Employer contribution / active EE | $1,469 | $3,103-52.7% | $4,676-68.6% | $2,756-46.7% |
| Participant deferral / active EE | $3,253 | $3,453-5.8% | $5,629-42.2% | $4,299-24.3% |
| Admin fee / account holder | $1,813 | $7,993-77.3% | $15,914-88.6% | $6,940-73.9% |