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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 | $44,032 | $83,485-47.3% | $125,195-64.8% | $72,976-39.7% |
| Participation rate | 33.3% | 73.3%-40.0pp | 79.8%-46.4pp | 69.5%-36.2pp |
| Annual return | 23.27% | 25.77%-2.5pp | 43.79%-20.5pp | 81.02%-57.7pp |
| Employer contribution / active EE | $1,775 | $2,346-24.3% | $3,866-54.1% | $2,440-27.2% |
| Participant deferral / active EE | $2,492 | $3,586-30.5% | $4,937-49.5% | $3,608-30.9% |
| Admin fee / account holder | $1,795 | $5,518-67.5% | $9,704-81.5% | $5,124-65.0% |