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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 | $45,960 | $104,251-55.9% | $91,004-49.5% | $147,586-68.9% |
| Participation rate | 31.3% | 78.2%-47.0pp | 75.6%-44.4pp | 82.8%-51.6pp |
| Annual return | 17.02% | 27.06%-10.0pp | 4.60%+12.4pp | 578.59%-561.6pp |
| Employer contribution / active EE | $531 | $3,116-83.0% | $2,456-78.4% | $4,876-89.1% |
| Participant deferral / active EE | $1,864 | $4,195-55.6% | $3,548-47.5% | $5,439-65.7% |
| Admin fee / account holder | $364 | $8,948-95.9% | $5,417-93.3% | $10,886-96.7% |