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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 | $48,391 | $45,343+6.7% | $150,298-67.8% | $67,986-28.8% |
| Participation rate | 23.3% | 51.9%-28.6pp | 77.8%-54.5pp | 57.2%-33.9pp |
| Annual return | 13.79% | 33.28%-19.5pp | 62.79%-49.0pp | 31.67%-17.9pp |
| Employer contribution / active EE | $494 | $1,462-66.2% | $4,154-88.1% | $2,019-75.5% |
| Participant deferral / active EE | $636 | $2,055-69.1% | $5,453-88.3% | $3,358-81.1% |
| Admin fee / account holder | $541 | $2,250-76.0% | $14,116-96.2% | $3,203-83.1% |