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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 | $48,064 | $49,891-3.7% | $80,607-40.4% | $75,181-36.1% |
| Participation rate | 31.3% | 55.3%-24.1pp | 67.0%-35.8pp | 67.2%-35.9pp |
| Annual return | 17.35% | 34.67%-17.3pp | 936.11%-918.8pp | 160.69%-143.3pp |
| Employer contribution / active EE | $439 | $1,698-74.1% | $2,724-83.9% | $2,671-83.5% |
| Participant deferral / active EE | $1,757 | $2,991-41.2% | $4,448-60.5% | $4,126-57.4% |
| Admin fee / account holder | $616 | $3,578-82.8% | $5,379-88.5% | $5,650-89.1% |