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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 | $43,532 | $95,406-54.4% | $185,849-76.6% | $85,847-49.3% |
| Participation rate | 48.3% | 68.8%-20.4pp | 81.7%-33.4pp | 69.3%-21.0pp |
| Annual return | 18.46% | 23.59%-5.1pp | 122.10%-103.6pp | 318.61%-300.1pp |
| Employer contribution / active EE | $754 | $3,314-77.2% | $5,169-85.4% | $2,565-70.6% |
| Participant deferral / active EE | $2,129 | $3,424-37.8% | $5,569-61.8% | $3,952-46.1% |
| Admin fee / account holder | $801 | $7,214-88.9% | $16,244-95.1% | $6,261-87.2% |