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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 | $48,623 | $52,678-7.7% | $75,784-35.8% | $59,633-18.5% |
| Participation rate | 39.3% | 67.2%-27.9pp | 75.8%-36.5pp | 68.7%-29.4pp |
| Annual return | -2.78% | 2.95%-5.7pp | 9.68%-12.5pp | 2041.40%-2044.2pp |
| Employer contribution / active EE | $614 | $2,193-72.0% | $3,323-81.5% | $2,203-72.1% |
| Participant deferral / active EE | $1,931 | $2,591-25.5% | $3,652-47.1% | $3,192-39.5% |
| Admin fee / account holder | $699 | $3,610-80.6% | $5,300-86.8% | $4,297-83.7% |