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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 | $47,843 | $77,901-38.6% | $149,717-68.0% | $75,181-36.4% |
| Participation rate | 30.8% | 65.6%-34.8pp | 78.8%-48.0pp | 67.2%-36.4pp |
| Annual return | 15.87% | 31.73%-15.9pp | 134.41%-118.5pp | 160.69%-144.8pp |
| Employer contribution / active EE | $845 | $3,137-73.1% | $4,820-82.5% | $2,671-68.4% |
| Participant deferral / active EE | $1,287 | $3,411-62.3% | $5,682-77.3% | $4,126-68.8% |
| Admin fee / account holder | $2,163 | $5,949-63.6% | $13,213-83.6% | $5,650-61.7% |