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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 | $50,089 | $84,236-40.5% | $170,435-70.6% | $70,126-28.6% |
| Participation rate | 62.3% | 70.8%-8.5pp | 83.6%-21.3pp | 69.5%-7.2pp |
| Annual return | 14.94% | 23.06%-8.1pp | 205.94%-191.0pp | 73.15%-58.2pp |
| Employer contribution / active EE | $422 | $3,387-87.5% | $5,432-92.2% | $2,343-82.0% |
| Participant deferral / active EE | $1,592 | $3,086-48.4% | $4,939-67.8% | $3,332-52.2% |
| Admin fee / account holder | $3,871 | $5,698-32.1% | $13,881-72.1% | $4,645-16.7% |