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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 | $55,964 | $78,690-28.9% | $161,489-65.3% | $87,485-36.0% |
| Participation rate | 47.6% | 67.5%-19.8pp | 78.7%-31.1pp | 68.9%-21.3pp |
| Annual return | 22.39% | 32.74%-10.4pp | 89.72%-67.3pp | 26.06%-3.7pp |
| Employer contribution / active EE | $752 | $2,588-71.0% | $4,268-82.4% | $2,596-71.0% |
| Participant deferral / active EE | $2,221 | $3,311-32.9% | $5,630-60.6% | $4,274-48.0% |
| Admin fee / account holder | $619 | $6,724-90.8% | $16,006-96.1% | $7,775-92.0% |