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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 | $47,215 | $87,106-45.8% | $105,607-55.3% | $80,935-41.7% |
| Participation rate | 53.3% | 70.4%-17.1pp | 75.3%-21.9pp | 67.7%-14.3pp |
| Annual return | 11.08% | 17.01%-5.9pp | 116.11%-105.0pp | 35.66%-24.6pp |
| Employer contribution / active EE | $1,608 | $2,396-32.9% | $3,167-49.2% | $2,757-41.7% |
| Participant deferral / active EE | $3,019 | $3,986-24.3% | $5,011-39.7% | $4,299-29.8% |
| Admin fee / account holder | $333 | $8,447-96.1% | $10,958-97.0% | $6,924-95.2% |