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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 | $81,358-38.7% | $155,556-67.9% | $80,959-38.4% |
| Participation rate | 46.5% | 66.3%-19.8pp | 78.2%-31.7pp | 67.7%-21.2pp |
| Annual return | 20.45% | 33.39%-12.9pp | 64.84%-44.4pp | 35.67%-15.2pp |
| Employer contribution / active EE | $553 | $3,106-82.2% | $4,675-88.2% | $2,757-79.9% |
| Participant deferral / active EE | $1,512 | $3,455-56.2% | $5,631-73.1% | $4,300-64.8% |
| Admin fee / account holder | $1,271 | $7,994-84.1% | $15,885-92.0% | $6,925-81.6% |