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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 | $47,499 | $70,684-32.8% | $169,390-72.0% | $75,173-36.8% |
| Participation rate | 46.9% | 64.8%-17.9pp | 77.2%-30.3pp | 67.2%-20.3pp |
| Annual return | 15.93% | 36.38%-20.5pp | 406.07%-390.1pp | 160.72%-144.8pp |
| Employer contribution / active EE | $564 | $2,211-74.5% | $4,013-85.9% | $2,671-78.9% |
| Participant deferral / active EE | $2,076 | $4,310-51.8% | $6,222-66.6% | $4,126-49.7% |
| Admin fee / account holder | $3,125 | $5,404-42.2% | $9,015-65.3% | $5,651-44.7% |