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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 | $45,141 | $48,053-6.1% | $84,628-46.7% | $72,975-38.1% |
| Participation rate | 34.4% | 57.6%-23.2pp | 68.2%-33.9pp | 69.5%-35.1pp |
| Annual return | 19.74% | 37.39%-17.7pp | 258.80%-239.1pp | 81.01%-61.3pp |
| Employer contribution / active EE | $303 | $1,602-81.1% | $2,653-88.6% | $2,440-87.6% |
| Participant deferral / active EE | $1,214 | $2,681-54.7% | $3,900-68.9% | $3,608-66.4% |
| Admin fee / account holder | $328 | $3,395-90.3% | $4,914-93.3% | $5,124-93.6% |