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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 | $48,251 | $93,617-48.5% | $135,982-64.5% | $75,177-35.8% |
| Participation rate | 32.1% | 75.2%-43.1pp | 81.9%-49.8pp | 67.2%-35.1pp |
| Annual return | 15.40% | 30.89%-15.5pp | 68.32%-52.9pp | 160.75%-145.3pp |
| Employer contribution / active EE | $1,025 | $3,538-71.0% | $4,859-78.9% | $2,671-61.6% |
| Participant deferral / active EE | $3,302 | $6,406-48.5% | $7,760-57.5% | $4,126-20.0% |
| Admin fee / account holder | $570 | $6,980-91.8% | $10,767-94.7% | $5,651-89.9% |