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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 | $47,052 | $73,459-35.9% | $178,528-73.6% | $74,429-36.8% |
| Participation rate | 49.6% | 66.5%-17.0pp | 77.1%-27.5pp | 67.2%-17.7pp |
| Annual return | 17.78% | 17.50%+0.3pp | 27.11%-9.3pp | 1368.38%-1350.6pp |
| Employer contribution / active EE | $1,570 | $2,219-29.3% | $3,950-60.3% | $2,625-40.2% |
| Participant deferral / active EE | $2,993 | $4,515-33.7% | $6,278-52.3% | $4,348-31.2% |
| Admin fee / account holder | $2,339 | $1,812+29.1% | $10,419-77.5% | $1,944+20.3% |