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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 | $46,639 | $64,311-27.5% | $57,356-18.7% | $125,389-62.8% |
| Participation rate | 44.4% | 78.6%-34.2pp | 75.1%-30.6pp | 83.2%-38.7pp |
| Annual return | 1.74% | 25.14%-23.4pp | 24.41%-22.7pp | 282.24%-280.5pp |
| Employer contribution / active EE | $709 | $3,193-77.8% | $2,689-73.6% | $4,866-85.4% |
| Participant deferral / active EE | $1,222 | $3,846-68.2% | $3,162-61.3% | $5,352-77.2% |
| Admin fee / account holder | $1,815 | $5,243-65.4% | $3,357-45.9% | $9,541-81.0% |