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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 | $47,360 | $48,011-1.4% | $63,803-25.8% | $82,637-42.7% |
| Participation rate | 18.9% | 66.6%-47.7pp | 72.7%-53.8pp | 68.1%-49.2pp |
| Annual return | 15.32% | 19.84%-4.5pp | 543.72%-528.4pp | 53.51%-38.2pp |
| Employer contribution / active EE | $735 | $1,904-61.4% | $2,532-71.0% | $2,552-71.2% |
| Participant deferral / active EE | $1,758 | $2,846-38.2% | $3,843-54.3% | $4,126-57.4% |
| Admin fee / account holder | $6,642 | $3,873+71.5% | $5,196+27.8% | $7,339-9.5% |