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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 | $46,548 | $103,949-55.2% | $69,182-32.7% | $273,972-83.0% |
| Participation rate | 35.0% | 67.4%-32.4pp | 55.1%-20.1pp | 83.0%-48.0pp |
| Annual return | 5.40% | 35.28%-29.9pp | -21.93%+27.3pp | 41.46%-36.1pp |
| Employer contribution / active EE | $505 | $1,783-71.7% | $1,206-58.1% | $4,869-89.6% |
| Participant deferral / active EE | $719 | $2,716-73.5% | $1,897-62.1% | $5,287-86.4% |
| Admin fee / account holder | $488 | $3,671-86.7% | $2,697-81.9% | $10,133-95.2% |