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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 | $47,392 | $111,535-57.5% | $105,223-55.0% | $137,256-65.5% |
| Participation rate | 30.0% | 78.1%-48.1pp | 75.0%-45.0pp | 80.0%-50.0pp |
| Annual return | 14.02% | 237.85%-223.8pp | 180.65%-166.6pp | 220.34%-206.3pp |
| Employer contribution / active EE | $1,315 | $3,939-66.6% | $3,689-64.4% | $4,156-68.4% |
| Participant deferral / active EE | $3,785 | $5,500-31.2% | $5,072-25.4% | $6,407-40.9% |
| Admin fee / account holder | $2,584 | $9,721-73.4% | $8,859-70.8% | $12,270-78.9% |