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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 | $51,648 | $57,541-10.2% | $95,740-46.1% | $75,173-31.3% |
| Participation rate | 21.4% | 62.5%-41.1pp | 72.3%-50.8pp | 67.2%-45.8pp |
| Annual return | 24.02% | 34.93%-10.9pp | 28.41%-4.4pp | 160.72%-136.7pp |
| Employer contribution / active EE | $806 | $1,808-55.4% | $2,836-71.6% | $2,671-69.8% |
| Participant deferral / active EE | $3,902 | $3,074+26.9% | $4,244-8.0% | $4,126-5.4% |
| Admin fee / account holder | $740 | $4,099-81.9% | $5,676-87.0% | $5,651-86.9% |