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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 | $49,120 | $81,276-39.6% | $155,574-68.4% | $80,925-39.3% |
| Participation rate | 35.2% | 66.2%-31.0pp | 78.2%-43.0pp | 67.7%-32.4pp |
| Annual return | 13.34% | 33.36%-20.0pp | 64.87%-51.5pp | 35.65%-22.3pp |
| Employer contribution / active EE | $514 | $3,103-83.4% | $4,676-89.0% | $2,756-81.3% |
| Participant deferral / active EE | $1,795 | $3,453-48.0% | $5,629-68.1% | $4,299-58.2% |
| Admin fee / account holder | $1,572 | $7,993-80.3% | $15,914-90.1% | $6,940-77.4% |