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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 | $43,754 | $81,331-46.2% | $155,534-71.9% | $80,935-45.9% |
| Participation rate | 29.9% | 66.3%-36.4pp | 78.2%-48.3pp | 67.7%-37.8pp |
| Annual return | 14.73% | 33.37%-18.6pp | 64.92%-50.2pp | 35.66%-20.9pp |
| Employer contribution / active EE | $474 | $3,105-84.7% | $4,675-89.9% | $2,757-82.8% |
| Participant deferral / active EE | $1,139 | $3,454-67.0% | $5,630-79.8% | $4,299-73.5% |
| Admin fee / account holder | $568 | $7,999-92.9% | $15,900-96.4% | $6,924-91.8% |