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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 | $47,367 | $48,053-1.4% | $84,628-44.0% | $72,975-35.1% |
| Participation rate | 16.4% | 57.6%-41.2pp | 68.2%-51.8pp | 69.5%-53.1pp |
| Annual return | 29.72% | 37.39%-7.7pp | 258.80%-229.1pp | 81.01%-51.3pp |
| Employer contribution / active EE | $486 | $1,602-69.6% | $2,653-81.7% | $2,440-80.1% |
| Participant deferral / active EE | $1,517 | $2,681-43.4% | $3,900-61.1% | $3,608-57.9% |
| Admin fee / account holder | $1,366 | $3,395-59.8% | $4,914-72.2% | $5,124-73.3% |