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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 | $50,495 | $90,486-44.2% | $78,676-35.8% | $273,972-81.6% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | 6.28% | 75.62%-69.3pp | 62.19%-55.9pp | 41.46%-35.2pp |
| Employer contribution / active EE | $628 | $3,175-80.2% | $2,850-78.0% | $4,869-87.1% |
| Participant deferral / active EE | $838 | $3,901-78.5% | $3,517-76.2% | $5,287-84.2% |
| Admin fee / account holder | $4,053 | $5,263-23.0% | $4,510-10.1% | $10,133-60.0% |