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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 | $47,174 | $77,901-39.4% | $149,717-68.5% | $75,181-37.3% |
| Participation rate | 31.3% | 65.6%-34.3pp | 78.8%-47.5pp | 67.2%-35.9pp |
| Annual return | 19.36% | 31.73%-12.4pp | 134.41%-115.0pp | 160.69%-141.3pp |
| Employer contribution / active EE | $746 | $3,137-76.2% | $4,820-84.5% | $2,671-72.1% |
| Participant deferral / active EE | $2,474 | $3,411-27.5% | $5,682-56.5% | $4,126-40.0% |
| Admin fee / account holder | $6,787 | $5,949+14.1% | $13,213-48.6% | $5,650+20.1% |