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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 | $50,395 | $71,208-29.2% | $93,681-46.2% | $80,911-37.7% |
| Participation rate | 44.3% | 60.4%-16.1pp | 68.7%-24.4pp | 67.6%-23.3pp |
| Annual return | 16.35% | 11.27%+5.1pp | 133.47%-117.1pp | 35.63%-19.3pp |
| Employer contribution / active EE | $914 | $1,564-41.6% | $2,422-62.2% | $2,756-66.8% |
| Participant deferral / active EE | $1,851 | $4,035-54.1% | $4,415-58.1% | $4,297-56.9% |
| Admin fee / account holder | $1,316 | $6,951-81.1% | $8,290-84.1% | $6,935-81.0% |