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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 | $49,886 | $81,233-38.6% | $155,567-67.9% | $80,874-38.3% |
| Participation rate | 46.5% | 66.2%-19.7pp | 78.2%-31.7pp | 67.6%-21.1pp |
| Annual return | 20.45% | 33.33%-12.9pp | 64.74%-44.3pp | 35.62%-15.2pp |
| Employer contribution / active EE | $553 | $3,101-82.2% | $4,674-88.2% | $2,756-79.9% |
| Participant deferral / active EE | $1,512 | $3,452-56.2% | $5,628-73.1% | $4,297-64.8% |
| Admin fee / account holder | $1,271 | $7,998-84.1% | $15,916-92.0% | $6,935-81.7% |