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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 | $47,747 | $55,889-14.6% | $76,119-37.3% | $80,935-41.0% |
| Participation rate | 26.2% | 62.1%-35.9pp | 69.1%-42.9pp | 67.7%-41.5pp |
| Annual return | 12.46% | 20.58%-8.1pp | 361.25%-348.8pp | 35.66%-23.2pp |
| Employer contribution / active EE | $684 | $1,866-63.4% | $2,693-74.6% | $2,757-75.2% |
| Participant deferral / active EE | $1,494 | $3,051-51.0% | $4,259-64.9% | $4,299-65.3% |
| Admin fee / account holder | $718 | $5,241-86.3% | $6,421-88.8% | $6,924-89.6% |